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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 | $105,698 | $85,766+23.2% | $136,298-22.5% | $70,126+50.7% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 43.87% | 31.46%+12.4pp | 5156.27%-5112.4pp | 73.15%-29.3pp |
| Employer contribution / active EE | $17,591 | $2,966+493.1% | $4,696+274.6% | $2,343+650.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,391 | $5,421-74.3% | $9,244-85.0% | $4,645-70.1% |