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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 | $98,923 | $80,983+22.2% | $96,544+2.5% | $75,177+31.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 167.40% | 27.05%+140.4pp | 25.88%+141.5pp | 160.75%+6.7pp |
| Employer contribution / active EE | $3,874 | $2,282+69.7% | $2,966+30.6% | $2,671+45.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,560 | $6,717-76.8% | $8,254-81.1% | $5,651-72.4% |