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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 | $82,918 | $58,275+42.3% | $81,844+1.3% | $80,935+2.4% |
| Participation rate | 96.6% | 63.5%+33.1pp | 72.4%+24.2pp | 67.7%+28.9pp |
| Annual return | 12.63% | 41.82%-29.2pp | 778.87%-766.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $8,222 | $2,346+250.5% | $2,916+181.9% | $2,757+198.3% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,339 | $4,749-71.8% | $7,355-81.8% | $6,924-80.7% |