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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 | $92,382 | $103,393-10.7% | $87,103+6.1% | $152,909-39.6% |
| Participation rate | 95.2% | 79.4%+15.9pp | 76.9%+18.4pp | 82.5%+12.8pp |
| Annual return | 71.33% | 28.10%+43.2pp | 28.19%+43.1pp | 345.46%-274.1pp |
| Employer contribution / active EE | $11,891 | $3,221+269.2% | $2,521+371.6% | $4,764+149.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,609 | $12,195-37.6% | $7,491+1.6% | $11,601-34.4% |