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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 | $177,918 | $65,555+171.4% | $86,216+106.4% | $75,173+136.7% |
| Participation rate | 96.1% | 60.5%+35.6pp | 69.0%+27.1pp | 67.2%+28.9pp |
| Annual return | 20.30% | 46.07%-25.8pp | 1169.42%-1149.1pp | 160.72%-140.4pp |
| Employer contribution / active EE | $3,468 | $1,553+123.3% | $2,382+45.6% | $2,671+29.8% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,010 | $5,469+28.2% | $6,853+2.3% | $5,651+24.1% |