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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 | $92,010 | $71,873+28.0% | $86,698+6.1% | $68,490+34.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 127.61% | 3.54%+124.1pp | 35.96%+91.6pp | -7.85%+135.5pp |
| Employer contribution / active EE | $8,203 | $2,173+277.4% | $2,837+189.2% | $2,597+215.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $452 | $6,110-92.6% | $7,492-94.0% | $5,403-91.6% |