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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 | $87,041 | $85,169+2.2% | $172,755-49.6% | $72,983+19.3% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.6%+14.7pp | 69.5%+27.9pp |
| Annual return | 18.48% | 27.32%-8.8pp | 802.94%-784.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $6,632 | $3,324+99.5% | $5,144+28.9% | $2,440+171.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,154 | $5,880+4.7% | $13,955-55.9% | $5,124+20.1% |