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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 | $78,483-26.9% | $106,201-46.0% | $74,546-23.0% |
| Participation rate | 98.5% | 72.8%+25.7pp | 75.3%+23.2pp | 67.2%+31.3pp |
| Annual return | 72.12% | 15.94%+56.2pp | 116.26%-44.1pp | 1366.03%-1293.9pp |
| Employer contribution / active EE | $3,854 | $2,522+52.8% | $3,170+21.6% | $2,624+46.9% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,792 | $2,236-19.8% | $11,039-83.8% | $1,944-7.8% |