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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 | $69,547 | $106,749-34.9% | $145,433-52.2% | $82,448-15.6% |
| Participation rate | 97.9% | 75.6%+22.2pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 16.93% | 27.59%-10.7pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $11,801 | $3,444+242.6% | $4,554+159.1% | $2,551+362.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,805 | $8,390-78.5% | $13,129-86.2% | $7,234-75.0% |