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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 | $235,173 | $72,177+225.8% | $115,038+104.4% | $59,633+294.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 45.69% | 12.02%+33.7pp | 26.14%+19.5pp | 2041.45%-1995.8pp |
| Employer contribution / active EE | $7,892 | $2,841+177.8% | $4,608+71.3% | $2,203+258.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,337 | $4,927-52.6% | $8,175-71.4% | $4,297-45.6% |