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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 | $176,900 | $99,994+76.9% | $146,643+20.6% | $85,847+106.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 38.31% | 18.93%+19.4pp | 22.75%+15.6pp | 318.61%-280.3pp |
| Employer contribution / active EE | $8,024 | $2,559+213.6% | $4,137+94.0% | $2,565+212.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,817 | $7,703-50.5% | $10,280-62.9% | $6,261-39.0% |