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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 | $183,401 | $79,449+130.8% | $189,575-3.3% | $85,847+113.6% |
| Participation rate | 97.7% | 66.0%+31.7pp | 78.4%+19.3pp | 69.3%+28.4pp |
| Annual return | 82.07% | 18.45%+63.6pp | 64.19%+17.9pp | 318.61%-236.5pp |
| Employer contribution / active EE | $4,605 | $2,081+121.3% | $4,412+4.4% | $2,565+79.5% |
| Participant deferral / active EE | $9,258 | $4,051+128.5% | $6,174+50.0% | $3,952+134.3% |
| Admin fee / account holder | $820 | $5,377-84.8% | $9,806-91.6% | $6,261-86.9% |