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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 | $105,320 | $91,198+15.5% | $178,503-41.0% | $79,856+31.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 313.49% | 24.20%+289.3pp | 151.12%+162.4pp | 31.71%+281.8pp |
| Employer contribution / active EE | $7,241 | $3,257+122.3% | $5,011+44.5% | $2,471+193.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,425 | $6,748-34.4% | $13,987-68.4% | $5,306-16.6% |