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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 | $50,554+74.5% | $67,681+30.4% | $87,485+0.9% |
| Participation rate | 96.7% | 67.7%+28.9pp | 73.7%+22.9pp | 68.9%+27.7pp |
| Annual return | 11.52% | 17.81%-6.3pp | 590.58%-579.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,352 | $2,961+114.5% | $3,976+59.8% | $4,274+48.6% |
| Admin fee / account holder | $10,771 | $4,132+160.6% | $6,100+76.6% | $7,775+38.5% |