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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 | $160,624 | $78,670+104.2% | $109,173+47.1% | $85,847+87.1% |
| Participation rate | 93.8% | 68.3%+25.5pp | 75.9%+17.9pp | 69.3%+24.4pp |
| Annual return | 50.19% | 25.09%+25.1pp | 25.75%+24.4pp | 318.61%-268.4pp |
| Employer contribution / active EE | $6,150 | $2,734+125.0% | $3,723+65.2% | $2,565+139.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,422 | $5,469-74.0% | $6,755-79.0% | $6,261-77.3% |