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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 | $97,184 | $98,760-1.6% | $149,715-35.1% | $79,858+21.7% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 57.40% | 27.43%+30.0pp | 276.66%-219.3pp | 31.72%+25.7pp |
| Employer contribution / active EE | $44,149 | $3,217+1272.4% | $4,645+850.5% | $2,471+1686.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,036 | $6,053+32.8% | $9,310-13.7% | $5,306+51.5% |