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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 | $95,515 | $93,589+2.1% | $135,942-29.7% | $75,181+27.0% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 108.96% | 30.90%+78.1pp | 68.28%+40.7pp | 160.69%-51.7pp |
| Employer contribution / active EE | $24,345 | $3,537+588.2% | $4,858+401.2% | $2,671+811.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,632 | $6,977-76.6% | $10,764-84.8% | $5,650-71.1% |