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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 | $83,266 | $64,324+29.4% | $118,914-30.0% | $79,856+4.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 115.87% | 86.45%+29.4pp | 35.89%+80.0pp | 31.71%+84.2pp |
| Employer contribution / active EE | $4,036 | $1,836+119.8% | $3,264+23.7% | $2,471+63.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,348 | $4,040-41.9% | $6,582-64.3% | $5,306-55.8% |