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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 | $160,041 | $81,504+96.4% | $102,437+56.2% | $80,959+97.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 49.87% | 25.60%+24.3pp | 24.95%+24.9pp | 35.67%+14.2pp |
| Employer contribution / active EE | $5,433 | $3,104+75.1% | $3,871+40.4% | $2,757+97.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,386 | $6,719-64.5% | $8,388-71.6% | $6,925-65.5% |