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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 | $53,974 | $55,684-3.1% | $75,900-28.9% | $72,976-26.0% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.3%+28.0pp | 69.5%+27.8pp |
| Annual return | 163.07% | 27.60%+135.5pp | 30.73%+132.3pp | 81.02%+82.1pp |
| Employer contribution / active EE | $12,006 | $1,687+611.7% | $2,501+380.0% | $2,440+392.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,861 | $3,981+122.6% | $5,421+63.5% | $5,124+72.9% |