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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 | $83,096 | $48,364+71.8% | $71,796+15.7% | $62,881+32.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 115.95% | 13.16%+102.8pp | 78.04%+37.9pp | 20.14%+95.8pp |
| Employer contribution / active EE | $2,144 | $1,042+105.8% | $1,924+11.4% | $2,281-6.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,557 | $3,771-5.7% | $4,815-26.1% | $4,296-17.2% |