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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 | $65,153 | $52,678+23.7% | $75,784-14.0% | $59,633+9.3% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.8%+14.9pp | 68.7%+22.0pp |
| Annual return | 57.59% | 2.95%+54.6pp | 9.68%+47.9pp | 2041.45%-1983.9pp |
| Employer contribution / active EE | $8,767 | $2,193+299.7% | $3,323+163.8% | $2,203+298.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,291 | $3,610-8.8% | $5,300-37.9% | $4,297-23.4% |