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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 | $41,509 | $43,075-3.6% | $74,577-44.3% | $62,881-34.0% |
| Participation rate | 96.8% | 58.1%+38.7pp | 68.1%+28.7pp | 69.3%+27.5pp |
| Annual return | 88.14% | 17.50%+70.6pp | 20.47%+67.7pp | 20.14%+68.0pp |
| Employer contribution / active EE | $4,172 | $1,498+178.6% | $2,525+65.2% | $2,281+82.9% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,677 | $2,840+29.5% | $4,138-11.1% | $4,296-14.4% |