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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 | $201,363 | $73,978+172.2% | $96,515+108.6% | $75,173+167.9% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 111.63% | 26.72%+84.9pp | 35.73%+75.9pp | 160.72%-49.1pp |
| Employer contribution / active EE | $16,446 | $2,931+461.2% | $3,740+339.8% | $2,671+515.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,047 | $5,219+15.9% | $6,735-10.2% | $5,651+7.0% |