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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 | $105,284-33.1% | $150,734-53.3% | $94,015-25.1% |
| Participation rate | 98.3% | 71.7%+26.6pp | 78.4%+19.9pp | 70.8%+27.5pp |
| Annual return | 59.73% | 15.67%+44.1pp | 600.81%-541.1pp | 17.84%+41.9pp |
| Employer contribution / active EE | $3,159 | $3,599-12.2% | $4,918-35.8% | $2,790+13.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,413 | $9,839-65.3% | $14,905-77.1% | $8,951-61.9% |