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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 | $60,119+25.6% | $90,430-16.5% | $79,858-5.4% |
| Participation rate | 97.4% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.8pp |
| Annual return | 14.15% | 71.94%-57.8pp | 1293.73%-1279.6pp | 31.72%-17.6pp |
| Employer contribution / active EE | $8,618 | $2,068+316.8% | $3,262+164.2% | $2,471+248.8% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $764 | $3,976-80.8% | $5,613-86.4% | $5,306-85.6% |