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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 | $86,059 | $29,733+189.4% | $56,025+53.6% | $80,959+6.3% |
| Participation rate | 94.1% | 41.7%+52.4pp | 52.5%+41.6pp | 67.7%+26.4pp |
| Annual return | 13.08% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.6pp |
| Employer contribution / active EE | $6,520 | $672+870.6% | $1,042+526.0% | $2,757+136.5% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $913 | $2,434-62.5% | $2,828-67.7% | $6,925-86.8% |