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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 | $21,066 | $45,872-54.1% | $77,100-72.7% | $68,490-69.2% |
| Participation rate | 96.6% | 55.9%+40.7pp | 67.9%+28.7pp | 67.9%+28.7pp |
| Annual return | 89.61% | 1.73%+87.9pp | 42.35%+47.3pp | -7.85%+97.5pp |
| Employer contribution / active EE | $7,031 | $1,650+326.2% | $2,815+149.8% | $2,597+170.8% |
| Participant deferral / active EE | $9,593 | $2,963+223.8% | $4,430+116.6% | $4,028+138.2% |
| Admin fee / account holder | $1,528 | $3,041-49.8% | $5,443-71.9% | $5,403-71.7% |