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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 | $208,930 | $86,949+140.3% | $102,460+103.9% | $80,959+158.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 75.90% | 18.89%+57.0pp | 29.47%+46.4pp | 35.67%+40.2pp |
| Employer contribution / active EE | $8,607 | $2,370+263.2% | $3,025+184.5% | $2,757+212.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,659 | $8,048-29.7% | $9,460-40.2% | $6,925-18.3% |