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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 | $155,808 | $65,555+137.7% | $86,216+80.7% | $75,173+107.3% |
| Participation rate | 98.0% | 60.5%+37.5pp | 69.0%+29.0pp | 67.2%+30.8pp |
| Annual return | 30.66% | 46.07%-15.4pp | 1169.42%-1138.8pp | 160.72%-130.1pp |
| Employer contribution / active EE | $10,916 | $1,553+602.8% | $2,382+358.4% | $2,671+308.7% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,455 | $5,469-0.3% | $6,853-20.4% | $5,651-3.5% |