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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 | $190,044 | $65,034+192.2% | $90,970+108.9% | $79,856+138.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 62.79% | 30.45%+32.3pp | 134.60%-71.8pp | 31.71%+31.1pp |
| Employer contribution / active EE | $1,017 | $1,247-18.5% | $2,122-52.1% | $2,471-58.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $338 | $4,536-92.6% | $5,961-94.3% | $5,306-93.6% |