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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 | $73,975 | $87,733-15.7% | $106,555-30.6% | $85,847-13.8% |
| Participation rate | 96.7% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.3pp |
| Annual return | 71.91% | 21.86%+50.1pp | 26.80%+45.1pp | 318.61%-246.7pp |
| Employer contribution / active EE | $4,110 | $2,073+98.3% | $2,819+45.8% | $2,565+60.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,679 | $6,767-60.4% | $7,408-63.8% | $6,261-57.2% |