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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 | $88,241 | $55,457+59.1% | $77,361+14.1% | $94,015-6.1% |
| Participation rate | 96.7% | 69.8%+26.8pp | 75.0%+21.7pp | 70.8%+25.8pp |
| Annual return | 11.52% | 15.57%-4.0pp | 1011.54%-1000.0pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,352 | $3,069+106.9% | $3,911+62.4% | $4,249+49.5% |
| Admin fee / account holder | $10,771 | $4,334+148.5% | $5,894+82.8% | $8,951+20.3% |