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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 | $143,721 | $65,364+119.9% | $92,909+54.7% | $72,975+96.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 307.37% | 42.11%+265.3pp | 109.44%+197.9pp | 81.01%+226.4pp |
| Employer contribution / active EE | $4,751 | $2,594+83.1% | $3,653+30.0% | $2,440+94.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,610 | $4,251-15.1% | $5,795-37.7% | $5,124-29.5% |