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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 | $91,481 | $107,944-15.3% | $91,994-0.6% | $152,885-40.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 361.81% | 89.26%+272.6pp | 69.03%+292.8pp | 345.39%+16.4pp |
| Employer contribution / active EE | $682 | $4,210-83.8% | $3,452-80.3% | $4,763-85.7% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $818 | $10,521-92.2% | $7,743-89.4% | $11,598-92.9% |