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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 | $49,159 | $50,082-1.8% | $93,515-47.4% | $79,856-38.4% |
| Participation rate | 97.5% | 60.9%+36.6pp | 66.8%+30.7pp | 69.6%+27.9pp |
| Annual return | 304.96% | 24.59%+280.4pp | 78.21%+226.8pp | 31.71%+273.3pp |
| Employer contribution / active EE | $9,281 | $1,303+612.2% | $2,077+346.8% | $2,471+275.6% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,129-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,129 | $3,454-67.3% | $5,235-78.4% | $5,306-78.7% |