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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 | $198,338 | $56,894+248.6% | $84,753+134.0% | $62,881+215.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 66.26% | 6.30%+60.0pp | 22.78%+43.5pp | 20.14%+46.1pp |
| Employer contribution / active EE | $18,681 | $2,400+678.4% | $3,574+422.6% | $2,281+719.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,084 | $3,581+97.8% | $5,333+32.8% | $4,296+64.9% |