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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 | $160,450 | $81,476+96.9% | $102,383+56.7% | $80,925+98.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 194.55% | 25.59%+169.0pp | 24.94%+169.6pp | 35.65%+158.9pp |
| Employer contribution / active EE | $1,251 | $3,105-59.7% | $3,870-67.7% | $2,756-54.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $488 | $6,717-92.7% | $8,391-94.2% | $6,940-93.0% |