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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 | $179,119 | $101,763+76.0% | $164,866+8.6% | $80,874+121.5% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.6%+28.5pp |
| Annual return | 14.46% | 16.73%-2.3pp | 69.97%-55.5pp | 35.62%-21.2pp |
| Employer contribution / active EE | $22,154 | $2,954+649.9% | $4,343+410.2% | $2,756+704.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $20,492 | $8,228+149.0% | $12,689+61.5% | $6,935+195.5% |