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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 | $47,443 | $73,978-35.9% | $96,515-50.8% | $75,173-36.9% |
| Participation rate | 92.5% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.2pp |
| Annual return | 121.50% | 26.72%+94.8pp | 35.73%+85.8pp | 160.72%-39.2pp |
| Employer contribution / active EE | $6,571 | $2,931+124.2% | $3,740+75.7% | $2,671+146.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,013 | $5,219-61.4% | $6,735-70.1% | $5,651-64.4% |