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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 | $204,127 | $106,749+91.2% | $145,433+40.4% | $82,448+147.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 68.59% | 27.59%+41.0pp | 66.58%+2.0pp | 41.64%+27.0pp |
| Employer contribution / active EE | $6,469 | $3,444+87.8% | $4,554+42.0% | $2,551+153.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,509 | $8,390-46.3% | $13,129-65.7% | $7,234-37.7% |