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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 | $55,890 | $108,912-48.7% | $100,383-44.3% | $145,959-61.7% |
| Participation rate | 95.8% | 83.0%+12.9pp | 81.5%+14.3pp | 80.3%+15.5pp |
| Annual return | 14.75% | 57.96%-43.2pp | 49.26%-34.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,159 | $4,423-51.2% | $3,944-45.3% | $4,661-53.7% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $970 | $9,690-90.0% | $7,900-87.7% | $13,398-92.8% |