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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 | $169,819 | $77,920+117.9% | $149,723+13.4% | $75,177+125.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 46.87% | 31.72%+15.2pp | 134.50%-87.6pp | 160.75%-113.9pp |
| Employer contribution / active EE | $39,858 | $3,138+1170.1% | $4,821+726.7% | $2,671+1392.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,626 | $5,951+162.6% | $13,215+18.2% | $5,651+176.5% |