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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 | $70,544 | $65,440+7.8% | $98,506-28.4% | $85,851-17.8% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 30.18% | 21.75%+8.4pp | 1494.92%-1464.7pp | 318.63%-288.5pp |
| Employer contribution / active EE | $4,803 | $2,169+121.4% | $2,961+62.2% | $2,565+87.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,855 | $4,596+27.4% | $5,955-1.7% | $6,261-6.5% |