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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 | $151,042 | $73,988+104.1% | $96,538+56.5% | $75,177+100.9% |
| Participation rate | 95.8% | 66.4%+29.4pp | 74.3%+21.5pp | 67.2%+28.6pp |
| Annual return | 94.16% | 26.73%+67.4pp | 35.74%+58.4pp | 160.75%-66.6pp |
| Employer contribution / active EE | $22,175 | $2,930+656.7% | $3,740+492.9% | $2,671+730.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,403 | $5,220+61.0% | $6,737+24.7% | $5,651+48.7% |