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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 | $84,371 | $72,486+16.4% | $87,103-3.1% | $72,976+15.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 152.70% | 24.46%+128.2pp | 28.19%+124.5pp | 81.02%+71.7pp |
| Employer contribution / active EE | $5,008 | $1,894+164.4% | $2,521+98.6% | $2,440+105.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,024 | $5,055-40.2% | $7,491-59.6% | $5,124-41.0% |