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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 | $58,241+42.4% | $81,780+1.4% | $80,911+2.5% |
| Participation rate | 96.6% | 63.4%+33.1pp | 72.4%+24.2pp | 67.6%+28.9pp |
| Annual return | 12.63% | 41.73%-29.1pp | 776.27%-763.6pp | 35.63%-23.0pp |
| Employer contribution / active EE | $8,222 | $2,343+250.9% | $2,914+182.2% | $2,756+198.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,339 | $4,973-73.1% | $7,384-81.9% | $6,935-80.7% |