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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 | $69,997 | $138,393-49.4% | $184,256-62.0% | $80,959-13.5% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.7%+13.8pp |
| Annual return | 442.13% | 20.01%+422.1pp | 28.85%+413.3pp | 35.67%+406.5pp |
| Employer contribution / active EE | $7,244 | $4,847+49.4% | $6,427+12.7% | $2,757+162.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,701 | $10,489-74.2% | $13,899-80.6% | $6,925-61.0% |