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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 | $194,188 | $88,672+119.0% | $105,223+84.5% | $82,448+135.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 61.91% | 30.86%+31.1pp | 180.65%-118.7pp | 41.64%+20.3pp |
| Employer contribution / active EE | $26,504 | $3,048+769.6% | $3,689+618.6% | $2,551+939.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,676 | $7,146+189.3% | $8,859+133.4% | $7,234+185.8% |