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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 | $70,436 | $93,345-24.5% | $119,126-40.9% | $87,485-19.5% |
| Participation rate | 98.3% | 68.7%+29.6pp | 75.8%+22.6pp | 68.9%+29.4pp |
| Annual return | 59.73% | 19.08%+40.7pp | 282.11%-222.4pp | 26.06%+33.7pp |
| Employer contribution / active EE | $3,159 | $3,172-0.4% | $4,034-21.7% | $2,596+21.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,413 | $8,039-57.5% | $10,693-68.1% | $7,775-56.1% |