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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 | $229,697 | $104,694+119.4% | $85,709+168.0% | $167,536+37.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 47.36% | 21.45%+25.9pp | 21.49%+25.9pp | 478.82%-431.5pp |
| Employer contribution / active EE | $7,307 | $3,337+118.9% | $2,619+179.0% | $4,839+51.0% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,650 | $10,035-53.7% | $6,876-32.4% | $12,315-62.2% |