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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 | $41,469 | $89,367-53.6% | $141,191-70.6% | $72,975-43.2% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 42.41% | 111.87%-69.5pp | 71.41%-29.0pp | 81.01%-38.6pp |
| Employer contribution / active EE | $5,664 | $3,115+81.8% | $4,736+19.6% | $2,440+132.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,837 | $5,957-69.2% | $10,264-82.1% | $5,124-64.1% |