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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 | $54,932 | $108,825-49.5% | $156,181-64.8% | $82,448-33.4% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 185.91% | 20.59%+165.3pp | 64.87%+121.0pp | 41.64%+144.3pp |
| Employer contribution / active EE | $11,744 | $2,870+309.2% | $4,294+173.5% | $2,551+360.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,797 | $9,341+37.0% | $14,586-12.3% | $7,234+76.9% |