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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 | $72,618 | $94,031-22.8% | $115,768-37.3% | $82,448-11.9% |
| Participation rate | 86.2% | 70.4%+15.7pp | 74.4%+11.8pp | 68.1%+18.1pp |
| Annual return | 649.46% | 20.61%+628.8pp | 100.46%+549.0pp | 41.64%+607.8pp |
| Employer contribution / active EE | $20,538 | $2,323+784.0% | $2,940+598.6% | $2,551+705.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,295 | $10,249+20.0% | $12,439-1.2% | $7,234+70.0% |