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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 | $78,386 | $48,327+62.2% | $67,575+16.0% | $80,935-3.2% |
| Participation rate | 79.6% | 66.4%+13.2pp | 72.9%+6.7pp | 67.7%+12.0pp |
| Annual return | 14.38% | 18.31%-3.9pp | 3528.98%-3514.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,389 | $2,927+84.1% | $4,003+34.6% | $4,299+25.3% |
| Admin fee / account holder | $8,761 | $3,692+137.3% | $3,993+119.4% | $6,924+26.5% |