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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 | $216,589 | $99,994+116.6% | $146,647+47.7% | $85,851+152.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 106.77% | 18.93%+87.8pp | 22.75%+84.0pp | 318.63%-211.9pp |
| Employer contribution / active EE | $648 | $2,559-74.7% | $4,137-84.3% | $2,565-74.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $450 | $7,703-94.2% | $10,281-95.6% | $6,261-92.8% |