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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 | $73,862 | $88,672-16.7% | $105,223-29.8% | $82,448-10.4% |
| Participation rate | 90.5% | 67.9%+22.6pp | 75.0%+15.4pp | 68.1%+22.4pp |
| Annual return | 14.18% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $16,427 | $3,048+439.0% | $3,689+345.3% | $2,551+543.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,951 | $7,146+81.2% | $8,859+46.2% | $7,234+79.0% |