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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 | $240,473 | $99,875+140.8% | $146,866+63.7% | $86,983+176.5% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 63.01% | 28.10%+34.9pp | 102.85%-39.8pp | 25.83%+37.2pp |
| Employer contribution / active EE | $1,546 | $3,224-52.1% | $4,425-65.1% | $2,584-40.2% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,938 | $7,838-62.5% | $13,620-78.4% | $7,856-62.6% |