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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 | $113,714 | $56,197+102.3% | $67,652+68.1% | $59,633+90.7% |
| Participation rate | 77.8% | 71.5%+6.3pp | 75.7%+2.1pp | 68.7%+9.1pp |
| Annual return | 6.49% | 18508.10%-18501.6pp | 6625.40%-6618.9pp | 2041.45%-2035.0pp |
| Employer contribution / active EE | $7,820 | $1,615+384.3% | $2,266+245.2% | $2,203+255.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,299 | $3,958+33.9% | $4,821+9.9% | $4,297+23.3% |