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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 | $40,050 | $60,349-33.6% | $74,184-46.0% | $62,881-36.3% |
| Participation rate | 98.5% | 72.7%+25.8pp | 76.6%+21.9pp | 69.3%+29.2pp |
| Annual return | 57.15% | 21.38%+35.8pp | 17.74%+39.4pp | 20.14%+37.0pp |
| Employer contribution / active EE | $2,985 | $1,680+77.7% | $2,370+25.9% | $2,281+30.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $761 | $4,261-82.1% | $5,586-86.4% | $4,296-82.3% |