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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 | $65,418 | $65,364+0.1% | $92,909-29.6% | $72,975-10.4% |
| Participation rate | 98.4% | 68.3%+30.0pp | 76.0%+22.4pp | 69.5%+28.9pp |
| Annual return | 356.55% | 42.11%+314.4pp | 109.44%+247.1pp | 81.01%+275.5pp |
| Employer contribution / active EE | $6,310 | $2,594+143.2% | $3,653+72.7% | $2,440+158.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,389 | $4,251-43.8% | $5,795-58.8% | $5,124-53.4% |