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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 | $64,922 | $48,327+34.3% | $67,575-3.9% | $80,935-19.8% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.7%+30.0pp |
| Annual return | 11.49% | 18.31%-6.8pp | 3528.98%-3517.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,326 | $2,022+15.0% | $2,736-15.0% | $2,757-15.6% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,059 | $3,692+172.4% | $3,993+151.9% | $6,924+45.3% |