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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 | $163,765 | $73,955+121.4% | $96,520+69.7% | $75,181+117.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 127.43% | 26.72%+100.7pp | 35.72%+91.7pp | 160.69%-33.3pp |
| Employer contribution / active EE | $5,446 | $2,930+85.9% | $3,739+45.7% | $2,671+103.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,681 | $5,217-67.8% | $6,733-75.0% | $5,650-70.2% |