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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 | $117,074 | $105,200+11.3% | $159,474-26.6% | $85,847+36.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 44.50% | 45.08%-0.6pp | 263.68%-219.2pp | 318.61%-274.1pp |
| Employer contribution / active EE | $10,312 | $3,319+210.7% | $4,831+113.5% | $2,565+302.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,353 | $6,934-51.7% | $10,802-69.0% | $6,261-46.4% |