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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 | $145,033 | $115,796+25.2% | $101,264+43.2% | $158,950-8.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.15% | 56.15%-36.0pp | 46.48%-26.3pp | 302.91%-282.8pp |
| Employer contribution / active EE | $7,770 | $4,175+86.1% | $3,660+112.3% | $4,762+63.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,777 | $7,247+7.3% | $5,947+30.8% | $11,248-30.9% |