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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 | $65,682 | $111,878-41.3% | $93,727-29.9% | $145,897-55.0% |
| Participation rate | 91.3% | 74.2%+17.1pp | 68.7%+22.6pp | 80.3%+11.0pp |
| Annual return | 11.46% | 204.28%-192.8pp | 133.83%-122.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $6,522 | $3,092+110.9% | $2,421+169.3% | $4,663+39.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,943 | $10,256-81.1% | $8,292-76.6% | $13,390-85.5% |