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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 | $181,125 | $89,259+102.9% | $107,187+69.0% | $82,637+119.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 52.46% | 21.02%+31.4pp | 204.55%-152.1pp | 53.51%-1.0pp |
| Employer contribution / active EE | $9,539 | $3,080+209.7% | $3,782+152.2% | $2,552+273.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,307 | $7,381-68.7% | $9,162-74.8% | $7,339-68.6% |