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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 | $148,947 | $73,988+101.3% | $96,538+54.3% | $75,177+98.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 97.41% | 26.73%+70.7pp | 35.74%+61.7pp | 160.75%-63.3pp |
| Employer contribution / active EE | $1,570 | $2,930-46.4% | $3,740-58.0% | $2,671-41.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $926 | $5,220-82.3% | $6,737-86.3% | $5,651-83.6% |