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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 | $58,179 | $73,988-21.4% | $96,538-39.7% | $75,177-22.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 168.82% | 26.73%+142.1pp | 35.74%+133.1pp | 160.75%+8.1pp |
| Employer contribution / active EE | $6,764 | $2,930+130.8% | $3,740+80.8% | $2,671+153.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,607 | $5,220-30.9% | $6,737-46.5% | $5,651-36.2% |