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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 | $85,366 | $56,110+52.1% | $94,993-10.1% | $70,126+21.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 203.30% | 51.02%+152.3pp | 27.14%+176.2pp | 73.15%+130.1pp |
| Employer contribution / active EE | $7,737 | $1,442+436.5% | $2,603+197.2% | $2,343+230.3% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,959 | $3,456+43.5% | $4,9600% | $4,645+6.7% |