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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 | $101,752-44.4% | $164,928-65.7% | $80,911-30.1% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.6pp |
| Annual return | 120.82% | 16.73%+104.1pp | 70.08%+50.7pp | 35.63%+85.2pp |
| Employer contribution / active EE | $4,817 | $2,953+63.1% | $4,343+10.9% | $2,756+74.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,273 | $8,218-84.5% | $12,684-90.0% | $6,935-81.6% |