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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 | $78,462 | $81,476-3.7% | $102,383-23.4% | $80,925-3.0% |
| Participation rate | 82.0% | 66.8%+15.1pp | 74.5%+7.5pp | 67.7%+14.3pp |
| Annual return | 285.95% | 25.59%+260.4pp | 24.94%+261.0pp | 35.65%+250.3pp |
| Employer contribution / active EE | $11,443 | $3,105+268.6% | $3,870+195.7% | $2,756+315.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,412 | $6,717-34.3% | $8,391-47.4% | $6,940-36.4% |