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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 | $29,716+189.6% | $56,077+53.5% | $80,925+6.3% |
| Participation rate | 94.1% | 41.7%+52.4pp | 52.5%+41.6pp | 67.7%+26.5pp |
| Annual return | 13.08% | 35.30%-22.2pp | 1709.28%-1696.2pp | 35.65%-22.6pp |
| Employer contribution / active EE | $6,520 | $671+871.7% | $1,040+526.7% | $2,756+136.6% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $913 | $2,432-62.5% | $2,825-67.7% | $6,940-86.8% |