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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 | $227,912 | $65,367+248.7% | $92,915+145.3% | $72,976+212.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 170.07% | 42.11%+128.0pp | 109.45%+60.6pp | 81.02%+89.1pp |
| Employer contribution / active EE | $11,101 | $2,594+328.0% | $3,653+203.9% | $2,440+355.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,079 | $4,251+19.5% | $5,796-12.4% | $5,124-0.9% |