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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 | $142,200 | $88,672+60.4% | $105,223+35.1% | $82,448+72.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 61.18% | 30.86%+30.3pp | 180.65%-119.5pp | 41.64%+19.5pp |
| Employer contribution / active EE | $8,707 | $3,048+185.7% | $3,689+136.1% | $2,551+241.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,174 | $7,146-27.6% | $8,859-41.6% | $7,234-28.5% |