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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 | $142,500 | $81,870+74.1% | $119,634+19.1% | $68,490+108.1% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | 45.07% | -23.82%+68.9pp | -14.98%+60.1pp | -7.85%+52.9pp |
| Employer contribution / active EE | $3,580 | $2,692+33.0% | $4,232-15.4% | $2,597+37.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $912 | $6,583-86.1% | $10,329-91.2% | $5,403-83.1% |