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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 | $230,194 | $80,992+184.2% | $96,534+138.5% | $75,173+206.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 75.73% | 27.05%+48.7pp | 25.88%+49.8pp | 160.72%-85.0pp |
| Employer contribution / active EE | $4,160 | $2,283+82.2% | $2,965+40.3% | $2,671+55.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,594 | $6,717-46.5% | $8,253-56.4% | $5,651-36.4% |