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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 | $198,351 | $138,393+43.3% | $184,256+7.6% | $80,959+145.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 49.66% | 20.01%+29.6pp | 28.85%+20.8pp | 35.67%+14.0pp |
| Employer contribution / active EE | $8,108 | $4,847+67.3% | $6,427+26.2% | $2,757+194.1% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $19,948 | $10,489+90.2% | $13,899+43.5% | $6,925+188.0% |