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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 | $136,824 | $97,550+40.3% | $120,344+13.7% | $87,485+56.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 215.30% | 18.41%+196.9pp | 20.30%+195.0pp | 26.06%+189.2pp |
| Employer contribution / active EE | $11,518 | $2,291+402.8% | $3,020+281.4% | $2,596+343.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,818 | $9,543-7.6% | $12,742-30.8% | $7,775+13.4% |