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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 | $39,578 | $81,208-51.3% | $98,920-60.0% | $79,856-50.4% |
| Participation rate | 96.2% | 72.5%+23.6pp | 76.0%+20.1pp | 69.6%+26.5pp |
| Annual return | 50.78% | 60.99%-10.2pp | 196.47%-145.7pp | 31.71%+19.1pp |
| Employer contribution / active EE | $5,398 | $1,960+175.4% | $2,689+100.7% | $2,471+118.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,209 | $6,013-46.6% | $6,643-51.7% | $5,306-39.5% |