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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 | $95,453-35.0% | $112,040-44.6% | $82,448-24.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 82.24% | 23.92%+58.3pp | 24.52%+57.7pp | 41.64%+40.6pp |
| Employer contribution / active EE | $13,679 | $2,318+490.2% | $2,954+363.1% | $2,551+436.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,960 | $9,013+10.5% | $12,098-17.7% | $7,234+37.7% |