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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,562 | $86,288+38.6% | $111,306+7.4% | $85,851+39.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 48.20% | 19.99%+28.2pp | 54.67%-6.5pp | 318.63%-270.4pp |
| Employer contribution / active EE | $4,866 | $2,044+138.1% | $2,732+78.1% | $2,565+89.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,131 | $8,189-86.2% | $7,966-85.8% | $6,261-81.9% |