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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 | $61,800 | $76,551-19.3% | $123,894-50.1% | $62,881-1.7% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 359.11% | 18.68%+340.4pp | 47.52%+311.6pp | 20.14%+339.0pp |
| Employer contribution / active EE | $12,213 | $2,882+323.7% | $4,617+164.5% | $2,281+435.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,431 | $4,826-49.6% | $8,357-70.9% | $4,296-43.4% |