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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 | $97,733 | $57,352+70.4% | $83,831+16.6% | $64,173+52.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 123.32% | 11.38%+111.9pp | 850.99%-727.7pp | 7.63%+115.7pp |
| Employer contribution / active EE | $20,542 | $2,546+707.0% | $3,631+465.7% | $2,381+762.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,525 | $4,046+61.3% | $5,479+19.1% | $4,887+33.5% |