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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 | $62,069 | $104,098-40.4% | $140,514-55.8% | $94,015-34.0% |
| Participation rate | 98.2% | 73.7%+24.5pp | 77.8%+20.4pp | 70.8%+27.4pp |
| Annual return | 82.24% | 15.14%+67.1pp | 14.36%+67.9pp | 17.84%+64.4pp |
| Employer contribution / active EE | $13,679 | $2,388+472.8% | $3,378+304.9% | $2,790+390.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,960 | $10,439-4.6% | $13,697-27.3% | $8,951+11.3% |