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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 | $180,706 | $71,878+151.4% | $86,698+108.4% | $68,486+163.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 57.01% | 3.53%+53.5pp | 35.95%+21.1pp | -7.85%+64.9pp |
| Employer contribution / active EE | $23,707 | $2,173+990.8% | $2,837+735.7% | $2,597+813.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,425 | $6,113-60.3% | $7,493-67.6% | $5,404-55.1% |