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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 | $96,897 | $83,485+16.1% | $125,195-22.6% | $72,976+32.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 410.52% | 25.77%+384.8pp | 43.79%+366.7pp | 81.02%+329.5pp |
| Employer contribution / active EE | $2,325 | $2,346-0.9% | $3,866-39.9% | $2,440-4.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $602 | $5,518-89.1% | $9,704-93.8% | $5,124-88.2% |