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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 | $150,142 | $71,873+108.9% | $86,698+73.2% | $68,490+119.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 89.13% | 3.54%+85.6pp | 35.96%+53.2pp | -7.85%+97.0pp |
| Employer contribution / active EE | $2,428 | $2,173+11.7% | $2,837-14.4% | $2,597-6.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,124 | $6,110-81.6% | $7,492-85.0% | $5,403-79.2% |