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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 | $57,368 | $78,562-27.0% | $105,608-45.7% | $74,429-22.9% |
| Participation rate | 98.5% | 72.8%+25.7pp | 75.3%+23.2pp | 67.2%+31.3pp |
| Annual return | 72.12% | 15.94%+56.2pp | 116.50%-44.4pp | 1368.38%-1296.3pp |
| Employer contribution / active EE | $3,854 | $2,521+52.9% | $3,167+21.7% | $2,625+46.8% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,792 | $2,217-19.2% | $11,028-83.8% | $1,944-7.8% |