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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 | $189,370 | $73,978+156.0% | $96,515+96.2% | $75,173+151.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 105.34% | 26.72%+78.6pp | 35.73%+69.6pp | 160.72%-55.4pp |
| Employer contribution / active EE | $13,446 | $2,931+358.8% | $3,740+259.6% | $2,671+403.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,441 | $5,219-34.1% | $6,735-48.9% | $5,651-39.1% |