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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 | $103,125 | $102,382+0.7% | $147,005-29.8% | $80,874+27.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 44.13% | 134.89%-90.8pp | 418.76%-374.6pp | 35.62%+8.5pp |
| Employer contribution / active EE | $878 | $3,715-76.4% | $4,934-82.2% | $2,756-68.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $414 | $7,942-94.8% | $13,006-96.8% | $6,935-94.0% |