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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 | $97,337 | $45,152+115.6% | $73,835+31.8% | $59,633+63.2% |
| Participation rate | 93.1% | 64.0%+29.1pp | 73.4%+19.7pp | 68.7%+24.4pp |
| Annual return | 0.46% | 27.40%-26.9pp | 2268.13%-2267.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $8,621 | $1,901+353.4% | $2,788+209.3% | $2,203+291.4% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,427 | $3,515+168.2% | $4,880+93.2% | $4,297+119.4% |