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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 | $167,662 | $88,672+89.1% | $105,223+59.3% | $82,448+103.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 237.73% | 30.86%+206.9pp | 180.65%+57.1pp | 41.64%+196.1pp |
| Employer contribution / active EE | $17,185 | $3,048+463.8% | $3,689+365.9% | $2,551+573.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,939 | $7,146+39.1% | $8,859+12.2% | $7,234+37.4% |