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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 | $78,636-27.0% | $105,607-45.7% | $74,459-23.0% |
| Participation rate | 98.5% | 72.8%+25.7pp | 75.3%+23.2pp | 67.2%+31.3pp |
| Annual return | 72.12% | 15.96%+56.2pp | 116.11%-44.0pp | 1369.70%-1297.6pp |
| Employer contribution / active EE | $3,854 | $2,523+52.7% | $3,167+21.7% | $2,626+46.8% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,792 | $2,220-19.3% | $10,958-83.6% | $1,945-7.9% |