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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 | $70,633 | $58,234+21.3% | $81,783-13.6% | $80,874-12.7% |
| Participation rate | 81.5% | 63.4%+18.0pp | 72.4%+9.1pp | 67.6%+13.8pp |
| Annual return | 14.12% | 41.70%-27.6pp | 775.05%-760.9pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,871 | $2,341+65.3% | $2,913+32.9% | $2,756+40.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $27,730 | $4,982+456.7% | $7,380+275.8% | $6,935+299.8% |