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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 | $62,727 | $107,363-41.6% | $92,909-32.5% | $152,897-59.0% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 117.38% | 145.63%-28.2pp | 109.44%+7.9pp | 345.43%-228.0pp |
| Employer contribution / active EE | $12,481 | $4,222+195.6% | $3,653+241.6% | $4,764+162.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,583 | $7,082-35.3% | $5,795-20.9% | $11,599-60.5% |