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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 | $111,181 | $47,944+131.9% | $67,834+63.9% | $62,881+76.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 276.44% | 11.77%+264.7pp | 138.47%+138.0pp | 20.14%+256.3pp |
| Employer contribution / active EE | $11,481 | $1,562+635.0% | $2,403+377.7% | $2,281+403.3% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,354 | $3,712+44.2% | $4,622+15.8% | $4,296+24.6% |