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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 | $43,197 | $30,732+40.6% | $59,496-27.4% | $59,633-27.6% |
| Participation rate | 86.5% | 43.2%+43.3pp | 54.6%+31.9pp | 68.7%+17.8pp |
| Annual return | 28.94% | 4.47%+24.5pp | 182.05%-153.1pp | 2041.40%-2012.5pp |
| Employer contribution / active EE | $6,225 | $631+886.9% | $1,153+439.9% | $2,203+182.6% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,617 | $2,136+163.0% | $2,232+151.6% | $4,297+30.7% |