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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 | $108,538 | $53,128+104.3% | $86,582+25.4% | $70,126+54.8% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 19.63% | 27.66%-8.0pp | 965.08%-945.5pp | 73.15%-53.5pp |
| Employer contribution / active EE | $3,888 | $2,068+88.0% | $2,839+36.9% | $2,343+66.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $770 | $3,584-78.5% | $4,904-84.3% | $4,645-83.4% |