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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 | $30,864 | $65,378-52.8% | $87,103-64.6% | $65,186-52.7% |
| Participation rate | 97.1% | 75.3%+21.7pp | 76.9%+20.2pp | 70.2%+26.9pp |
| Annual return | 1411.17% | 31.28%+1379.9pp | 28.19%+1383.0pp | 29.39%+1381.8pp |
| Employer contribution / active EE | $14,573 | $1,823+699.6% | $2,521+478.0% | $2,177+569.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6,972 | $520+1241.3% | $7,491-6.9% | $847+723.0% |