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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 | $41,517 | $81,504-49.1% | $102,437-59.5% | $80,959-48.7% |
| Participation rate | 97.4% | 66.9%+30.6pp | 74.5%+22.9pp | 67.7%+29.8pp |
| Annual return | 83.32% | 25.60%+57.7pp | 24.95%+58.4pp | 35.67%+47.6pp |
| Employer contribution / active EE | $6,534 | $3,104+110.5% | $3,871+68.8% | $2,757+137.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,369 | $6,719-49.9% | $8,388-59.8% | $6,925-51.4% |