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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 | $209,811 | $86,949+141.3% | $102,460+104.8% | $80,959+159.2% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.7%+25.4pp |
| Annual return | 2235.96% | 18.89%+2217.1pp | 29.47%+2206.5pp | 35.67%+2200.3pp |
| Employer contribution / active EE | $17,310 | $2,370+630.5% | $3,025+472.2% | $2,757+527.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,636 | $8,048-5.1% | $9,460-19.3% | $6,925+10.3% |