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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 | $80,413 | $87,733-8.3% | $106,551-24.5% | $85,856-6.3% |
| Participation rate | 98.4% | 71.9%+26.5pp | 76.1%+22.3pp | 69.3%+29.1pp |
| Annual return | 15.07% | 21.86%-6.8pp | 26.80%-11.7pp | 318.58%-303.5pp |
| Employer contribution / active EE | $9,524 | $2,073+359.4% | $2,819+237.8% | $2,565+271.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,915 | $6,767-71.7% | $7,408-74.1% | $6,261-69.4% |