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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 | $85,701 | $49,891+71.8% | $80,607+6.3% | $75,181+14.0% |
| Participation rate | 97.5% | 55.3%+42.2pp | 67.0%+30.5pp | 67.2%+30.3pp |
| Annual return | 15.17% | 34.67%-19.5pp | 936.11%-920.9pp | 160.69%-145.5pp |
| Employer contribution / active EE | $1,959 | $1,698+15.4% | $2,724-28.1% | $2,671-26.6% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $588 | $3,578-83.6% | $5,379-89.1% | $5,650-89.6% |