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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 | $96,731-20.4% | $123,973-37.9% | $86,983-11.5% |
| Participation rate | 97.8% | 70.0%+27.8pp | 76.7%+21.1pp | 69.5%+28.2pp |
| Annual return | 15.99% | 17.33%-1.3pp | 388.13%-372.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $21,111 | $3,297+540.3% | $4,126+411.7% | $2,584+716.8% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,058 | $8,722-64.9% | $11,799-74.1% | $7,856-61.1% |