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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 | $88,510 | $48,314+83.2% | $67,561+31.0% | $80,925+9.4% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.5pp |
| Annual return | 12.16% | 18.28%-6.1pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,547 | $2,927+157.9% | $4,003+88.5% | $4,299+75.6% |
| Admin fee / account holder | $2,209 | $3,690-40.1% | $4,006-44.8% | $6,940-68.2% |