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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 | $208,189 | $93,617+122.4% | $135,982+53.1% | $75,177+176.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 94.71% | 30.89%+63.8pp | 68.32%+26.4pp | 160.75%-66.0pp |
| Employer contribution / active EE | $8,553 | $3,538+141.7% | $4,859+76.0% | $2,671+220.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,170 | $6,980-68.9% | $10,767-79.8% | $5,651-61.6% |