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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 | $97,550-36.4% | $120,344-48.4% | $87,485-29.1% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.7%+21.5pp | 68.9%+29.3pp |
| Annual return | 82.24% | 18.41%+63.8pp | 20.30%+61.9pp | 26.06%+56.2pp |
| Employer contribution / active EE | $13,679 | $2,291+497.1% | $3,020+352.9% | $2,596+426.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,960 | $9,543+4.4% | $12,742-21.8% | $7,775+28.1% |