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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 | $44,001 | $52,353-16.0% | $120,225-63.4% | $82,448-46.6% |
| Participation rate | 96.2% | 58.3%+37.8pp | 69.6%+26.6pp | 68.1%+28.1pp |
| Annual return | 14.07% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,144 | $1,510+174.4% | $3,475+19.2% | $2,551+62.5% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,912 | $4,363+81.4% | $5,696+38.9% | $7,234+9.4% |