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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 | $71,197+98.2% | $93,669+50.6% | $80,925+74.4% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.7%+22.3pp |
| Annual return | 166.05% | 11.27%+154.8pp | 133.59%+32.5pp | 35.65%+130.4pp |
| Employer contribution / active EE | $14,194 | $1,565+807.1% | $2,424+485.7% | $2,756+415.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,926 | $6,959-58.0% | $8,291-64.7% | $6,940-57.8% |