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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 | $73,403 | $87,132-15.8% | $105,624-30.5% | $80,959-9.3% |
| Participation rate | 95.1% | 70.4%+24.7pp | 75.3%+19.8pp | 67.7%+27.5pp |
| Annual return | 18.88% | 17.03%+1.9pp | 116.20%-97.3pp | 35.67%-16.8pp |
| Employer contribution / active EE | $12,203 | $2,397+409.1% | $3,168+285.2% | $2,757+342.6% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,909 | $8,449-18.2% | $10,961-37.0% | $6,925-0.2% |