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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 | $138,385-49.4% | $184,243-62.0% | $80,925-13.5% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.7%+13.8pp |
| Annual return | 442.13% | 20.02%+422.1pp | 28.82%+413.3pp | 35.65%+406.5pp |
| Employer contribution / active EE | $7,244 | $4,851+49.3% | $6,427+12.7% | $2,756+162.8% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,701 | $10,489-74.2% | $13,914-80.6% | $6,940-61.1% |