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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 | $170,952 | $53,596+219.0% | $90,657+88.6% | $64,173+166.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 96.30% | 4.41%+91.9pp | 1.89%+94.4pp | 7.63%+88.7pp |
| Employer contribution / active EE | $7,943 | $1,503+428.5% | $2,532+213.7% | $2,381+233.6% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,658 | $3,868+20.4% | $4,994-6.7% | $4,887-4.7% |