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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 | $91,595 | $72,273+26.7% | $101,275-9.6% | $79,856+14.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 82.29% | 22.30%+60.0pp | 46.48%+35.8pp | 31.71%+50.6pp |
| Employer contribution / active EE | $7,975 | $2,691+196.3% | $3,660+117.9% | $2,471+222.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,752 | $4,401-60.2% | $5,948-70.5% | $5,306-67.0% |