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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 | $65,964 | $72,273-8.7% | $101,275-34.9% | $79,856-17.4% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.8%+22.4pp | 69.6%+28.5pp |
| Annual return | 44.70% | 22.30%+22.4pp | 46.48%-1.8pp | 31.71%+13.0pp |
| Employer contribution / active EE | $14,147 | $2,691+425.7% | $3,660+286.5% | $2,471+472.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $784 | $4,401-82.2% | $5,948-86.8% | $5,306-85.2% |