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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 | $94,813 | $109,359-13.3% | $162,185-41.5% | $72,976+29.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 47.78% | 25.46%+22.3pp | 115.61%-67.8pp | 81.02%-33.2pp |
| Employer contribution / active EE | $10,769 | $3,907+175.6% | $5,613+91.9% | $2,440+341.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,495 | $7,972-68.7% | $10,844-77.0% | $5,124-51.3% |