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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 | $42,502 | $65,367-35.0% | $92,915-54.3% | $72,976-41.8% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 70.20% | 42.11%+28.1pp | 109.45%-39.3pp | 81.02%-10.8pp |
| Employer contribution / active EE | $6,758 | $2,594+160.5% | $3,653+85.0% | $2,440+177.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,821 | $4,251-33.6% | $5,796-51.3% | $5,124-44.9% |