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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 | $125,168 | $81,504+53.6% | $102,437+22.2% | $80,959+54.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 68.74% | 25.60%+43.1pp | 24.95%+43.8pp | 35.67%+33.1pp |
| Employer contribution / active EE | $9,924 | $3,104+219.8% | $3,871+156.4% | $2,757+259.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,928 | $6,719-56.4% | $8,388-65.1% | $6,925-57.7% |