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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 | $61,989 | $69,248-10.5% | $64,101-3.3% | $139,466-55.6% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 14.77% | 45.95%-31.2pp | 33.72%-19.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $3,930 | $3,185+23.4% | $2,749+43.0% | $4,754-17.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,828 | $4,247+319.7% | $3,070+480.7% | $11,409+56.3% |