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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 | $156,781 | $76,371+105.3% | $93,621+67.5% | $72,976+114.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 103.27% | 25.82%+77.4pp | 32.76%+70.5pp | 81.02%+22.2pp |
| Employer contribution / active EE | $1,062 | $2,276-53.3% | $2,719-60.9% | $2,440-56.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $444 | $6,839-93.5% | $7,890-94.4% | $5,124-91.3% |