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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 | $93,345-17.6% | $119,126-35.4% | $87,485-12.0% |
| Participation rate | 97.8% | 68.7%+29.0pp | 75.8%+22.0pp | 68.9%+28.8pp |
| Annual return | 15.99% | 19.08%-3.1pp | 282.11%-266.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $21,111 | $3,172+565.6% | $4,034+423.4% | $2,596+713.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,058 | $8,039-62.0% | $10,693-71.4% | $7,775-60.7% |