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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 | $153,099 | $71,197+115.0% | $93,669+63.4% | $80,925+89.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 37.50% | 11.27%+26.2pp | 133.59%-96.1pp | 35.65%+1.8pp |
| Employer contribution / active EE | $19,443 | $1,565+1142.6% | $2,424+702.3% | $2,756+605.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,610 | $6,959+81.2% | $8,291+52.1% | $6,940+81.7% |