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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 | $25,014 | $115,814-78.4% | $101,275-75.3% | $158,982-84.3% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 48.15% | 56.16%-8.0pp | 46.48%+1.7pp | 302.99%-254.8pp |
| Employer contribution / active EE | $16,406 | $4,176+292.9% | $3,660+348.2% | $4,763+244.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,649 | $7,249-49.7% | $5,948-38.7% | $11,252-67.6% |