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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 | $53,286 | $78,682-32.3% | $109,188-51.2% | $85,851-37.9% |
| Participation rate | 92.8% | 68.3%+24.5pp | 75.9%+16.9pp | 69.3%+23.4pp |
| Annual return | 118.55% | 25.09%+93.5pp | 25.76%+92.8pp | 318.63%-200.1pp |
| Employer contribution / active EE | $12,883 | $2,734+371.2% | $3,723+246.0% | $2,565+402.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,078 | $5,470+11.1% | $6,755-10.0% | $6,261-2.9% |