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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 | $192,180 | $73,988+159.7% | $96,538+99.1% | $75,177+155.6% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 57.45% | 26.73%+30.7pp | 35.74%+21.7pp | 160.75%-103.3pp |
| Employer contribution / active EE | $16,810 | $2,930+473.7% | $3,740+349.4% | $2,671+529.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,058 | $5,220-3.1% | $6,737-24.9% | $5,651-10.5% |