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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 | $203,168 | $104,098+95.2% | $140,514+44.6% | $94,015+116.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 83.39% | 15.14%+68.3pp | 14.36%+69.0pp | 17.84%+65.5pp |
| Employer contribution / active EE | $3,334 | $2,388+39.6% | $3,378-1.3% | $2,790+19.5% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,492 | $10,439-85.7% | $13,697-89.1% | $8,951-83.3% |