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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 | $134,517 | $73,107+84.0% | $114,563+17.4% | $87,485+53.8% |
| Participation rate | 96.4% | 65.8%+30.6pp | 72.9%+23.5pp | 68.9%+27.5pp |
| Annual return | 30.16% | 19.47%+10.7pp | 241.09%-210.9pp | 26.06%+4.1pp |
| Employer contribution / active EE | $15,817 | $1,881+740.8% | $2,592+510.2% | $2,596+509.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,033 | $5,770+177.9% | $7,623+110.3% | $7,775+106.2% |