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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 | $100,474 | $104,251-3.6% | $91,004+10.4% | $147,586-31.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 46.42% | 27.06%+19.4pp | 4.60%+41.8pp | 578.59%-532.2pp |
| Employer contribution / active EE | $3,738 | $3,116+20.0% | $2,456+52.2% | $4,876-23.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $612 | $8,948-93.2% | $5,417-88.7% | $10,886-94.4% |