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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 | $92,282 | $75,962+21.5% | $154,111-40.1% | $64,173+43.8% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | 10.45% | 30.32%-19.9pp | 735.18%-724.7pp | 7.63%+2.8pp |
| Employer contribution / active EE | $730 | $3,350-78.2% | $5,298-86.2% | $2,381-69.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,060 | $5,589+97.9% | $13,411-17.5% | $4,887+126.3% |