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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 | $67,731 | $99,957-32.2% | $149,745-54.8% | $73,497-7.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 162.73% | 53.87%+108.9pp | 276.72%-114.0pp | 28.51%+134.2pp |
| Employer contribution / active EE | $1,279 | $3,191-59.9% | $4,646-72.5% | $2,270-43.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $424 | $551-23.0% | $9,312-95.4% | $513-17.4% |