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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 | $92,272 | $64,729+42.6% | $112,263-17.8% | $68,490+34.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 142.37% | -11.40%+153.8pp | 27.49%+114.9pp | -7.85%+150.2pp |
| Employer contribution / active EE | $1,287 | $2,746-53.1% | $3,636-64.6% | $2,597-50.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $798 | $5,222-84.7% | $6,410-87.5% | $5,403-85.2% |