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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 | $59,251 | $78,682-24.7% | $109,188-45.7% | $85,851-31.0% |
| Participation rate | 91.8% | 68.3%+23.5pp | 75.9%+15.9pp | 69.3%+22.5pp |
| Annual return | 347.56% | 25.09%+322.5pp | 25.76%+321.8pp | 318.63%+28.9pp |
| Employer contribution / active EE | $2,197 | $2,734-19.6% | $3,723-41.0% | $2,565-14.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $713 | $5,470-87.0% | $6,755-89.4% | $6,261-88.6% |