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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 | $46,798 | $93,598-50.0% | $135,974-65.6% | $75,173-37.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 101.36% | 30.89%+70.5pp | 68.30%+33.1pp | 160.72%-59.4pp |
| Employer contribution / active EE | $3,921 | $3,538+10.8% | $4,859-19.3% | $2,671+46.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,523 | $6,978-78.2% | $10,767-85.9% | $5,651-73.0% |