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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 | $112,344 | $137,414-18.2% | $189,537-40.7% | $85,847+30.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 37.61% | 38.14%-0.5pp | 555.34%-517.7pp | 318.61%-281.0pp |
| Employer contribution / active EE | $12,846 | $4,344+195.7% | $6,161+108.5% | $2,565+400.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,852 | $8,630-78.5% | $12,048-84.6% | $6,261-70.4% |