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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 | $178,251 | $140,592+26.8% | $123,105+44.8% | $125,389+42.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 103.43% | 16.80%+86.6pp | 13.22%+90.2pp | 282.24%-178.8pp |
| Employer contribution / active EE | $26,042 | $6,041+331.1% | $5,151+405.6% | $4,866+435.2% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,183 | $11,198-80.5% | $9,014-75.8% | $9,541-77.1% |