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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 | $57,725 | $56,197+2.7% | $67,652-14.7% | $59,633-3.2% |
| Participation rate | 93.2% | 71.5%+21.7pp | 75.7%+17.5pp | 68.7%+24.5pp |
| Annual return | 18.76% | 18508.10%-18489.3pp | 6625.40%-6606.6pp | 2041.45%-2022.7pp |
| Employer contribution / active EE | $5,285 | $1,615+227.3% | $2,266+133.3% | $2,203+139.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,723 | $3,958-31.2% | $4,821-43.5% | $4,297-36.6% |