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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 | $63,456 | $48,327+31.3% | $67,575-6.1% | $80,935-21.6% |
| Participation rate | 94.4% | 66.4%+28.0pp | 72.9%+21.5pp | 67.7%+26.8pp |
| Annual return | 30.35% | 18.31%+12.0pp | 3528.98%-3498.6pp | 35.66%-5.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,593 | $2,927+125.2% | $4,003+64.7% | $4,299+53.4% |
| Admin fee / account holder | $6,200 | $3,692+67.9% | $3,993+55.3% | $6,924-10.5% |