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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 | $58,625 | $86,294-32.1% | $111,303-47.3% | $85,856-31.7% |
| Participation rate | 97.8% | 73.3%+24.4pp | 77.3%+20.5pp | 69.3%+28.5pp |
| Annual return | 73.02% | 19.99%+53.0pp | 54.66%+18.4pp | 318.58%-245.6pp |
| Employer contribution / active EE | $9,920 | $2,043+385.5% | $2,731+263.2% | $2,565+286.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,202 | $8,189-60.9% | $7,966-59.8% | $6,261-48.9% |