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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 | $51,172 | $40,275+27.1% | $57,356-10.8% | $59,633-14.2% |
| Participation rate | 92.3% | 69.1%+23.2pp | 75.1%+17.2pp | 68.7%+23.6pp |
| Annual return | 7.96% | 27.52%-19.6pp | 24.41%-16.5pp | 2041.45%-2033.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,647 | $2,400+10.3% | $3,162-16.3% | $3,192-17.1% |
| Admin fee / account holder | $6,118 | $2,820+116.9% | $3,357+82.2% | $4,297+42.4% |