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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 | $80,006 | $93,598-14.5% | $135,974-41.2% | $75,173+6.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 322.91% | 30.89%+292.0pp | 68.30%+254.6pp | 160.72%+162.2pp |
| Employer contribution / active EE | $7,091 | $3,538+100.4% | $4,859+45.9% | $2,671+165.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,747 | $6,978-60.6% | $10,767-74.5% | $5,651-51.4% |