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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 | $103,420 | $27,632+274.3% | $61,452+68.3% | $68,486+51.0% |
| Participation rate | 98.6% | 39.5%+59.1pp | 52.6%+46.1pp | 67.9%+30.8pp |
| Annual return | 20.58% | -13.24%+33.8pp | 338.96%-318.4pp | -7.85%+28.4pp |
| Employer contribution / active EE | $8,146 | $696+1070.7% | $1,160+602.5% | $2,597+213.7% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $971 | $2,010-51.7% | $2,131-54.4% | $5,404-82.0% |