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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 | $87,833 | $98,776-11.1% | $149,745-41.3% | $79,856+10.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 75.31% | 27.38%+47.9pp | 276.72%-201.4pp | 31.71%+43.6pp |
| Employer contribution / active EE | $10,131 | $3,217+214.9% | $4,646+118.1% | $2,471+310.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,910 | $6,053-51.9% | $9,312-68.8% | $5,306-45.2% |