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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 | $95,453+43.3% | $112,040+22.1% | $82,448+66.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 215.30% | 23.92%+191.4pp | 24.52%+190.8pp | 41.64%+173.7pp |
| Employer contribution / active EE | $11,518 | $2,318+396.9% | $2,954+289.9% | $2,551+351.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,818 | $9,013-2.2% | $12,098-27.1% | $7,234+21.9% |