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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 | $174,775 | $78,670+122.2% | $109,173+60.1% | $85,847+103.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 65.00% | 25.09%+39.9pp | 25.75%+39.2pp | 318.61%-253.6pp |
| Employer contribution / active EE | $5,439 | $2,734+99.0% | $3,723+46.1% | $2,565+112.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,080 | $5,469-7.1% | $6,755-24.8% | $6,261-18.9% |