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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 | $192,224 | $101,763+88.9% | $164,866+16.6% | $80,874+137.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.45% | 16.73%+2.7pp | 69.97%-50.5pp | 35.62%-16.2pp |
| Employer contribution / active EE | $8,570 | $2,954+190.1% | $4,343+97.3% | $2,756+211.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,410 | $8,228-70.7% | $12,689-81.0% | $6,935-65.3% |