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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 | $30,731 | $78,670-60.9% | $109,173-71.9% | $85,847-64.2% |
| Participation rate | 97.1% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.8pp |
| Annual return | 376.42% | 25.09%+351.3pp | 25.75%+350.7pp | 318.61%+57.8pp |
| Employer contribution / active EE | $7,179 | $2,734+162.6% | $3,723+92.8% | $2,565+179.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,684 | $5,469-69.2% | $6,755-75.1% | $6,261-73.1% |