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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 | $148,244 | $71,873+106.3% | $86,698+71.0% | $68,490+116.4% |
| Participation rate | 92.7% | 72.2%+20.5pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | 51.77% | 3.54%+48.2pp | 35.96%+15.8pp | -7.85%+59.6pp |
| Employer contribution / active EE | $19,570 | $2,173+800.5% | $2,837+589.9% | $2,597+653.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,559 | $6,110-58.1% | $7,492-65.8% | $5,403-52.6% |