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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 | $75,539 | $60,139+25.6% | $90,461-16.5% | $79,856-5.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.8pp |
| Annual return | 14.15% | 71.96%-57.8pp | 1294.76%-1280.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $8,618 | $2,069+316.6% | $3,264+164.1% | $2,471+248.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $764 | $3,978-80.8% | $5,617-86.4% | $5,306-85.6% |