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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 | $41,765 | $67,602-38.2% | $82,312-49.3% | $70,126-40.4% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 357.95% | 21.57%+336.4pp | 25.88%+332.1pp | 73.15%+284.8pp |
| Employer contribution / active EE | $4,177 | $1,755+138.0% | $2,428+72.0% | $2,343+78.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,384 | $4,512-47.2% | $5,608-57.5% | $4,645-48.7% |