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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 | $42,328 | $78,428-46.0% | $95,960-55.9% | $79,852-47.0% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.4pp |
| Annual return | 119.96% | 19.37%+100.6pp | 91.63%+28.3pp | 31.72%+88.2pp |
| Employer contribution / active EE | $6,119 | $1,945+214.5% | $2,541+140.8% | $2,471+147.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,422 | $5,622-39.1% | $6,797-49.7% | $5,306-35.5% |