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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 | $89,522 | $58,258+53.7% | $81,820+9.4% | $80,925+10.6% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 30.07% | 41.76%-11.7pp | 777.93%-747.9pp | 35.65%-5.6pp |
| Employer contribution / active EE | $5,028 | $2,345+114.4% | $2,915+72.5% | $2,756+82.4% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,545 | $4,976-69.0% | $7,391-79.1% | $6,940-77.7% |