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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 | $147,008 | $72,027+104.1% | $185,861-20.9% | $79,856+84.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 72.95% | 23.13%+49.8pp | 35.96%+37.0pp | 31.71%+41.2pp |
| Employer contribution / active EE | $4,691 | $1,965+138.7% | $4,088+14.8% | $2,471+89.8% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,431 | $4,513-46.1% | $9,503-74.4% | $5,306-54.2% |