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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 | $91,380 | $45,566+100.5% | $64,105+42.5% | $59,633+53.2% |
| Participation rate | 81.5% | 60.2%+21.3pp | 68.2%+13.3pp | 68.7%+12.8pp |
| Annual return | 4.88% | 4.95%-0.1pp | 791.24%-786.4pp | 2041.45%-2036.6pp |
| Employer contribution / active EE | $7,065 | $934+656.3% | $1,820+288.2% | $2,203+220.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,934 | $3,268+81.6% | $4,499+31.9% | $4,297+38.1% |