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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 | $143,844 | $89,259+61.2% | $107,187+34.2% | $82,637+74.1% |
| Participation rate | 97.4% | 67.9%+29.4pp | 75.0%+22.3pp | 68.1%+29.3pp |
| Annual return | 32.01% | 21.02%+11.0pp | 204.55%-172.5pp | 53.51%-21.5pp |
| Employer contribution / active EE | $26,853 | $3,080+771.8% | $3,782+610.0% | $2,552+952.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,698 | $7,381-63.4% | $9,162-70.6% | $7,339-63.2% |