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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 | $91,276 | $73,102+24.9% | $123,553-26.1% | $56,289+62.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 173.72% | 3.01%+170.7pp | 119.21%+54.5pp | -9.96%+183.7pp |
| Employer contribution / active EE | $12,170 | $2,977+308.8% | $4,628+163.0% | $2,111+476.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $482 | $554-12.9% | $9,284-94.8% | $521-7.4% |