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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 | $245,302 | $45,050+444.5% | $63,018+289.3% | $70,126+249.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 57.61% | 18.76%+38.9pp | 87.62%-30.0pp | 73.15%-15.5pp |
| Employer contribution / active EE | $5,432 | $2,052+164.7% | $2,761+96.8% | $2,343+131.9% |
| Participant deferral / active EE | $3,885 | $2,466+57.6% | $3,330+16.7% | $3,332+16.6% |
| Admin fee / account holder | $27,288 | $2,834+862.9% | $3,601+657.9% | $4,645+487.4% |