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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 | $148,972 | $54,541+173.1% | $78,778+89.1% | $70,124+112.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 108.32% | 21.07%+87.2pp | 35.62%+72.7pp | 73.14%+35.2pp |
| Employer contribution / active EE | $3,313 | $1,089+204.4% | $1,986+66.9% | $2,342+41.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $761 | $3,709-79.5% | $5,134-85.2% | $4,645-83.6% |