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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 | $191,703 | $58,828+225.9% | $78,002+145.8% | $62,881+204.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 108.64% | 17.16%+91.5pp | 425.99%-317.4pp | 20.14%+88.5pp |
| Employer contribution / active EE | $5,377 | $1,672+221.6% | $2,470+117.7% | $2,281+135.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,561 | $4,393-41.7% | $5,481-53.3% | $4,296-40.4% |