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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 | $219,034 | $81,487+168.8% | $102,412+113.9% | $80,935+170.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 211.58% | 25.60%+186.0pp | 24.94%+186.6pp | 35.66%+175.9pp |
| Employer contribution / active EE | $12,550 | $3,103+304.4% | $3,870+224.3% | $2,757+355.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,865 | $6,717-57.3% | $8,388-65.8% | $6,924-58.6% |