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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 | $52,385 | $86,298-39.3% | $111,308-52.9% | $85,847-39.0% |
| Participation rate | 96.8% | 73.3%+23.4pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 49.36% | 19.99%+29.4pp | 54.67%-5.3pp | 318.61%-269.2pp |
| Employer contribution / active EE | $11,452 | $2,044+460.4% | $2,732+319.2% | $2,565+346.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $901 | $8,189-89.0% | $7,965-88.7% | $6,261-85.6% |