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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 | $80,724 | $71,230+13.3% | $93,727-13.9% | $80,959-0.3% |
| Participation rate | 93.5% | 60.4%+33.2pp | 68.7%+24.8pp | 67.7%+25.9pp |
| Annual return | 17.41% | 11.26%+6.2pp | 133.83%-116.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $13,522 | $1,565+763.9% | $2,421+458.5% | $2,757+390.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,773 | $6,961-31.4% | $8,292-42.4% | $6,925-31.1% |