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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 | $29,670+190.0% | $56,054+53.5% | $80,911+6.4% |
| Participation rate | 94.1% | 41.7%+52.5pp | 52.5%+41.6pp | 67.6%+26.5pp |
| Annual return | 13.08% | 35.24%-22.2pp | 1705.95%-1692.9pp | 35.63%-22.6pp |
| Employer contribution / active EE | $6,520 | $670+873.6% | $1,039+527.6% | $2,756+136.6% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $913 | $2,431-62.4% | $2,822-67.6% | $6,935-86.8% |