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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 | $48,187 | $47,479+1.5% | $62,929-23.4% | $82,448-41.6% |
| Participation rate | 97.5% | 66.9%+30.6pp | 73.1%+24.4pp | 68.1%+29.4pp |
| Annual return | 13.26% | 20.34%-7.1pp | 1063.93%-1050.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,365 | $2,870+121.7% | $3,888+63.7% | $4,139+53.8% |
| Admin fee / account holder | $6,938 | $3,804+82.4% | $5,065+37.0% | $7,234-4.1% |