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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 | $44,694 | $64,719-30.9% | $112,249-60.2% | $68,486-34.7% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | 174.89% | -11.40%+186.3pp | 27.48%+147.4pp | -7.85%+182.7pp |
| Employer contribution / active EE | $11,798 | $2,747+329.5% | $3,636+224.5% | $2,597+354.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,721 | $5,232+9.3% | $6,412-10.8% | $5,404+5.9% |