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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 | $141,100 | $71,230+98.1% | $93,727+50.5% | $80,959+74.3% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.7%+22.3pp |
| Annual return | 166.05% | 11.26%+154.8pp | 133.83%+32.2pp | 35.67%+130.4pp |
| Employer contribution / active EE | $14,194 | $1,565+806.8% | $2,421+486.2% | $2,757+414.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,926 | $6,961-58.0% | $8,292-64.7% | $6,925-57.8% |