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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 | $122,579 | $81,504+50.4% | $102,437+19.7% | $80,959+51.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 400.64% | 25.60%+375.0pp | 24.95%+375.7pp | 35.67%+365.0pp |
| Employer contribution / active EE | $7,871 | $3,104+153.6% | $3,871+103.4% | $2,757+185.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,603 | $6,719-31.5% | $8,388-45.1% | $6,925-33.5% |