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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 | $40,948 | $85,766-52.3% | $136,298-70.0% | $70,126-41.6% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 82.36% | 31.46%+50.9pp | 5156.27%-5073.9pp | 73.15%+9.2pp |
| Employer contribution / active EE | $2,526 | $2,966-14.8% | $4,696-46.2% | $2,343+7.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $965 | $5,421-82.2% | $9,244-89.6% | $4,645-79.2% |