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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 | $56,582 | $101,795-44.4% | $165,100-65.7% | $80,959-30.1% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.6pp |
| Annual return | 120.82% | 16.73%+104.1pp | 70.21%+50.6pp | 35.67%+85.1pp |
| Employer contribution / active EE | $4,817 | $2,954+63.1% | $4,348+10.8% | $2,757+74.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,273 | $8,221-84.5% | $12,696-90.0% | $6,925-81.6% |