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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 | $101,800 | $81,208+25.4% | $98,920+2.9% | $79,856+27.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 78.24% | 60.99%+17.3pp | 196.47%-118.2pp | 31.71%+46.5pp |
| Employer contribution / active EE | $635 | $1,960-67.6% | $2,689-76.4% | $2,471-74.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $386 | $6,013-93.6% | $6,643-94.2% | $5,306-92.7% |