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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 | $179,291 | $91,559+95.8% | $133,978+33.8% | $79,856+124.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 37.44% | 61.85%-24.4pp | 45.10%-7.7pp | 31.71%+5.7pp |
| Employer contribution / active EE | $14,300 | $2,384+499.9% | $3,919+264.9% | $2,471+478.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,876 | $6,321+40.4% | $8,930-0.6% | $5,306+67.3% |