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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 | $62,726 | $86,298-27.3% | $111,308-43.6% | $85,847-26.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 49.34% | 19.99%+29.4pp | 54.67%-5.3pp | 318.61%-269.3pp |
| Employer contribution / active EE | $4,292 | $2,044+110.0% | $2,732+57.1% | $2,565+67.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,216 | $8,189-72.9% | $7,965-72.2% | $6,261-64.6% |