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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 | $93,589-50.0% | $135,942-65.6% | $75,181-37.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 101.36% | 30.90%+70.5pp | 68.28%+33.1pp | 160.69%-59.3pp |
| Employer contribution / active EE | $3,921 | $3,537+10.8% | $4,858-19.3% | $2,671+46.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,523 | $6,977-78.2% | $10,764-85.8% | $5,650-73.0% |