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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 | $93,345-20.9% | $119,126-38.0% | $87,485-15.6% |
| Participation rate | 90.5% | 68.7%+21.7pp | 75.8%+14.7pp | 68.9%+21.5pp |
| Annual return | 14.18% | 19.08%-4.9pp | 282.11%-267.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $16,427 | $3,172+417.9% | $4,034+307.2% | $2,596+532.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,951 | $8,039+61.1% | $10,693+21.1% | $7,775+66.6% |