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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 | $48,337+83.1% | $67,560+31.0% | $80,959+9.3% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.5pp |
| Annual return | 12.16% | 18.26%-6.1pp | 3533.50%-3521.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,547 | $2,928+157.7% | $4,004+88.5% | $4,300+75.5% |
| Admin fee / account holder | $2,209 | $3,695-40.2% | $3,994-44.7% | $6,925-68.1% |