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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 | $93,345+104.6% | $119,126+60.3% | $87,485+118.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 83.30% | 19.08%+64.2pp | 282.11%-198.8pp | 26.06%+57.2pp |
| Employer contribution / active EE | $2,125 | $3,172-33.0% | $4,034-47.3% | $2,596-18.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,126 | $8,039-86.0% | $10,693-89.5% | $7,775-85.5% |