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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 | $191,000 | $88,672+115.4% | $105,223+81.5% | $82,448+131.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 83.30% | 30.86%+52.4pp | 180.65%-97.3pp | 41.64%+41.7pp |
| Employer contribution / active EE | $2,125 | $3,048-30.3% | $3,689-42.4% | $2,551-16.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,126 | $7,146-84.2% | $8,859-87.3% | $7,234-84.4% |