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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 | $74,533 | $72,177+3.3% | $115,038-35.2% | $59,633+25.0% |
| Participation rate | 83.9% | 72.6%+11.3pp | 81.4%+2.5pp | 68.7%+15.2pp |
| Annual return | 45.07% | 12.02%+33.0pp | 26.14%+18.9pp | 2041.45%-1996.4pp |
| Employer contribution / active EE | $19,245 | $2,841+577.3% | $4,608+317.7% | $2,203+773.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,509 | $4,927-28.8% | $8,175-57.1% | $4,297-18.3% |