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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 | $108,812 | $106,749+1.9% | $145,433-25.2% | $82,448+32.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 53.38% | 27.59%+25.8pp | 66.58%-13.2pp | 41.64%+11.7pp |
| Employer contribution / active EE | $13,336 | $3,444+287.2% | $4,554+192.8% | $2,551+422.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,527 | $8,390-46.0% | $13,129-65.5% | $7,234-37.4% |