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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 | $118,303 | $54,541+116.9% | $78,778+50.2% | $70,126+68.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 44.11% | 21.07%+23.0pp | 35.62%+8.5pp | 73.15%-29.0pp |
| Employer contribution / active EE | $4,651 | $1,089+327.3% | $1,986+134.2% | $2,343+98.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,621 | $3,709+24.6% | $5,134-10.0% | $4,645-0.5% |