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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 | $44,643 | $80,992-44.9% | $96,534-53.8% | $75,173-40.6% |
| Participation rate | 98.5% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.3pp |
| Annual return | 56.39% | 27.05%+29.3pp | 25.88%+30.5pp | 160.72%-104.3pp |
| Employer contribution / active EE | $6,591 | $2,283+188.7% | $2,965+122.3% | $2,671+146.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $885 | $6,717-86.8% | $8,253-89.3% | $5,651-84.3% |