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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 | $151,731 | $74,661+103.2% | $160,784-5.6% | $67,986+123.2% |
| Participation rate | 96.0% | 57.1%+38.9pp | 77.0%+19.1pp | 57.2%+38.8pp |
| Annual return | 77.84% | 28.83%+49.0pp | 1803.92%-1726.1pp | 31.67%+46.2pp |
| Employer contribution / active EE | $12,658 | $1,829+592.1% | $3,733+239.1% | $2,019+527.1% |
| Participant deferral / active EE | $0 | $3,681-100.0% | $6,293-100.0% | $3,358-100.0% |
| Admin fee / account holder | $5,492 | $3,959+38.7% | $9,717-43.5% | $3,203+71.5% |