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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 | $141,457 | $78,705+79.7% | $117,860+20.0% | $70,124+101.7% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.2pp |
| Annual return | 15.83% | 23.30%-7.5pp | 335.10%-319.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $10,415 | $2,223+368.5% | $3,786+175.1% | $2,342+344.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,855 | $5,065-23.9% | $8,021-51.9% | $4,645-17.0% |