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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 | $63,189 | $52,519+20.3% | $155,789-59.4% | $59,633+6.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 244.57% | 53.51%+191.1pp | 71.54%+173.0pp | 2041.45%-1796.9pp |
| Employer contribution / active EE | $1,457 | $1,589-8.3% | $3,839-62.0% | $2,203-33.8% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $601 | $3,540-83.0% | $7,477-92.0% | $4,297-86.0% |