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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 | $70,023 | $57,350+22.1% | $83,849-16.5% | $64,186+9.1% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | 54.43% | 11.38%+43.0pp | 850.91%-796.5pp | 7.63%+46.8pp |
| Employer contribution / active EE | $2,867 | $2,545+12.6% | $3,631-21.0% | $2,381+20.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,624 | $4,046-59.9% | $5,478-70.4% | $4,888-66.8% |