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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 | $37,971 | $85,169-55.4% | $172,755-78.0% | $72,983-48.0% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 59.84% | 27.32%+32.5pp | 802.94%-743.1pp | 81.01%-21.2pp |
| Employer contribution / active EE | $3,469 | $3,324+4.4% | $5,144-32.6% | $2,440+42.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,882 | $5,880-51.0% | $13,955-79.3% | $5,124-43.8% |