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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 | $180,136 | $65,034+177.0% | $90,970+98.0% | $79,856+125.6% |
| Participation rate | 95.9% | 61.6%+34.3pp | 69.0%+26.9pp | 69.6%+26.3pp |
| Annual return | 43.60% | 30.45%+13.2pp | 134.60%-91.0pp | 31.71%+11.9pp |
| Employer contribution / active EE | $17,589 | $1,247+1310.0% | $2,122+729.0% | $2,471+611.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,145 | $4,536+123.7% | $5,961+70.2% | $5,306+91.2% |