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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 | $103,927 | $98,776+5.2% | $149,745-30.6% | $79,856+30.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 58.32% | 27.38%+30.9pp | 276.72%-218.4pp | 31.71%+26.6pp |
| Employer contribution / active EE | $6,921 | $3,217+115.1% | $4,646+49.0% | $2,471+180.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,172 | $6,053-80.6% | $9,312-87.4% | $5,306-77.9% |