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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 | $215,186 | $81,446+164.2% | $103,374+108.2% | $80,874+166.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 51.76% | 25.57%+26.2pp | 24.89%+26.9pp | 35.62%+16.1pp |
| Employer contribution / active EE | $24,956 | $3,107+703.2% | $3,869+545.0% | $2,756+805.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $89,320 | $6,715+1230.2% | $8,394+964.1% | $6,935+1187.9% |