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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 | $153,013 | $61,125+150.3% | $94,057+62.7% | $87,485+74.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 39.45% | 35.20%+4.3pp | 480.62%-441.2pp | 26.06%+13.4pp |
| Employer contribution / active EE | $4,488 | $2,136+110.1% | $2,933+53.0% | $2,596+72.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,341 | $5,629-58.4% | $7,244-67.7% | $7,775-69.9% |