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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 | $132,962 | $70,418+88.8% | $96,570+37.7% | $85,847+54.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 63.44% | 18.59%+44.9pp | 37.79%+25.7pp | 318.61%-255.2pp |
| Employer contribution / active EE | $4,865 | $1,413+244.2% | $2,357+106.4% | $2,565+89.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $66,095 | $4,995+1223.2% | $6,182+969.1% | $6,261+955.7% |