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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 | $118,703 | $78,423+51.4% | $95,964+23.7% | $79,856+48.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 450.72% | 19.37%+431.3pp | 91.64%+359.1pp | 31.71%+419.0pp |
| Employer contribution / active EE | $748 | $1,945-61.5% | $2,541-70.6% | $2,471-69.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $438 | $5,622-92.2% | $6,797-93.6% | $5,306-91.8% |