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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 | $89,259-21.1% | $107,187-34.3% | $82,637-14.8% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.3pp |
| Annual return | 59.73% | 21.02%+38.7pp | 204.55%-144.8pp | 53.51%+6.2pp |
| Employer contribution / active EE | $3,159 | $3,080+2.6% | $3,782-16.5% | $2,552+23.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,413 | $7,381-53.8% | $9,162-62.7% | $7,339-53.5% |