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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 | $53,061 | $78,428-32.3% | $95,960-44.7% | $79,852-33.6% |
| Participation rate | 89.7% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.1pp |
| Annual return | 208.10% | 19.37%+188.7pp | 91.63%+116.5pp | 31.72%+176.4pp |
| Employer contribution / active EE | $10,925 | $1,945+461.6% | $2,541+329.9% | $2,471+342.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,393 | $5,622+102.6% | $6,797+67.6% | $5,306+114.7% |