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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 | $75,859 | $73,988+2.5% | $96,538-21.4% | $75,177+0.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 168.82% | 26.73%+142.1pp | 35.74%+133.1pp | 160.75%+8.1pp |
| Employer contribution / active EE | $1,787 | $2,930-39.0% | $3,740-52.2% | $2,671-33.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $437 | $5,220-91.6% | $6,737-93.5% | $5,651-92.3% |