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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 | $81,457+53.7% | $103,378+21.1% | $80,911+54.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 68.74% | 25.58%+43.2pp | 24.91%+43.8pp | 35.63%+33.1pp |
| Employer contribution / active EE | $9,924 | $3,107+219.4% | $3,870+156.4% | $2,756+260.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,928 | $6,717-56.4% | $8,401-65.1% | $6,935-57.8% |