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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 | $48,920 | $76,371-35.9% | $93,621-47.7% | $72,976-33.0% |
| Participation rate | 95.7% | 71.8%+24.0pp | 75.8%+19.9pp | 69.5%+26.2pp |
| Annual return | 234.69% | 25.82%+208.9pp | 32.76%+201.9pp | 81.02%+153.7pp |
| Employer contribution / active EE | $8,551 | $2,276+275.8% | $2,719+214.5% | $2,440+250.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,827 | $6,839-29.4% | $7,890-38.8% | $5,124-5.8% |