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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 | $69,278 | $56,110+23.5% | $94,993-27.1% | $70,124-1.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 89.45% | 51.02%+38.4pp | 27.14%+62.3pp | 73.14%+16.3pp |
| Employer contribution / active EE | $4,872 | $1,442+237.8% | $2,603+87.1% | $2,342+108.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,649 | $3,456-23.4% | $4,960-46.6% | $4,645-43.0% |