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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 | $102,385+0.7% | $147,080-29.9% | $80,935+27.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 44.13% | 135.09%-91.0pp | 420.17%-376.0pp | 35.66%+8.5pp |
| Employer contribution / active EE | $878 | $3,717-76.4% | $4,933-82.2% | $2,757-68.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $414 | $7,951-94.8% | $12,989-96.8% | $6,924-94.0% |