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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 | $103,750 | $81,457+27.4% | $103,378+0.4% | $80,911+28.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 79.40% | 25.58%+53.8pp | 24.91%+54.5pp | 35.63%+43.8pp |
| Employer contribution / active EE | $7,035 | $3,107+126.4% | $3,870+81.8% | $2,756+155.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,284 | $6,717-51.1% | $8,401-60.9% | $6,935-52.6% |