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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 | $73,393 | $98,776-25.7% | $149,745-51.0% | $79,856-8.1% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 13.47% | 27.38%-13.9pp | 276.72%-263.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $10,201 | $3,217+217.1% | $4,646+119.6% | $2,471+312.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,358 | $6,053-44.5% | $9,312-63.9% | $5,306-36.7% |