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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 | $62,899 | $65,434-3.9% | $98,483-36.1% | $85,847-26.7% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 11.86% | 21.75%-9.9pp | 1494.38%-1482.5pp | 318.61%-306.7pp |
| Employer contribution / active EE | $4,433 | $2,169+104.4% | $2,961+49.7% | $2,565+72.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,087 | $4,595-76.4% | $5,953-81.7% | $6,261-82.6% |