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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 | $76,952 | $89,259-13.8% | $107,187-28.2% | $82,637-6.9% |
| Participation rate | 97.8% | 67.9%+29.8pp | 75.0%+22.8pp | 68.1%+29.7pp |
| Annual return | 15.99% | 21.02%-5.0pp | 204.55%-188.6pp | 53.51%-37.5pp |
| Employer contribution / active EE | $21,111 | $3,080+585.4% | $3,782+458.2% | $2,552+727.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,058 | $7,381-58.6% | $9,162-66.6% | $7,339-58.3% |