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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 | $83,139 | $78,682+5.7% | $109,188-23.9% | $85,851-3.2% |
| Participation rate | 86.8% | 68.3%+18.5pp | 75.9%+10.9pp | 69.3%+17.5pp |
| Annual return | 20.83% | 25.09%-4.3pp | 25.76%-4.9pp | 318.63%-297.8pp |
| Employer contribution / active EE | $15,479 | $2,734+466.2% | $3,723+315.7% | $2,565+503.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,918 | $5,470+8.2% | $6,755-12.4% | $6,261-5.5% |