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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 | $221,994 | $63,346+250.4% | $92,240+140.7% | $70,126+216.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 630.77% | 530.19%+100.6pp | 176.29%+454.5pp | 73.15%+557.6pp |
| Employer contribution / active EE | $758 | $2,471-69.3% | $3,680-79.4% | $2,343-67.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $518 | $3,841-86.5% | $5,194-90.0% | $4,645-88.8% |