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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 | $229,317 | $81,487+181.4% | $102,412+123.9% | $80,935+183.3% |
| Participation rate | 95.3% | 66.8%+28.5pp | 74.5%+20.8pp | 67.7%+27.7pp |
| Annual return | 65.03% | 25.60%+39.4pp | 24.94%+40.1pp | 35.66%+29.4pp |
| Employer contribution / active EE | $18,217 | $3,103+487.1% | $3,870+370.7% | $2,757+560.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,746 | $6,717+0.4% | $8,388-19.6% | $6,924-2.6% |