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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 | $52,279 | $82,678-36.8% | $125,391-58.3% | $68,490-23.7% |
| Participation rate | 96.7% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.8pp |
| Annual return | 19.97% | -5.97%+25.9pp | 572.41%-552.4pp | -7.85%+27.8pp |
| Employer contribution / active EE | $4,139 | $3,382+22.4% | $4,816-14.0% | $2,597+59.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $417 | $6,277-93.4% | $10,009-95.8% | $5,403-92.3% |