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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 | $190,973 | $58,828+224.6% | $78,002+144.8% | $62,881+203.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 49.73% | 17.16%+32.6pp | 425.99%-376.3pp | 20.14%+29.6pp |
| Employer contribution / active EE | $5,157 | $1,672+208.5% | $2,470+108.8% | $2,281+126.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,288 | $4,393-47.9% | $5,481-58.3% | $4,296-46.7% |