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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 | $105,284-26.9% | $150,734-48.9% | $94,015-18.1% |
| Participation rate | 97.8% | 71.7%+26.0pp | 78.4%+19.3pp | 70.8%+27.0pp |
| Annual return | 15.99% | 15.67%+0.3pp | 600.81%-584.8pp | 17.84%-1.9pp |
| Employer contribution / active EE | $21,111 | $3,599+486.6% | $4,918+329.2% | $2,790+656.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,058 | $9,839-68.9% | $14,905-79.5% | $8,951-65.8% |