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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 | $48,011+83.8% | $63,803+38.3% | $82,637+6.8% |
| Participation rate | 96.7% | 66.6%+30.1pp | 72.7%+24.0pp | 68.1%+28.6pp |
| Annual return | 11.52% | 19.84%-8.3pp | 543.72%-532.2pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,352 | $2,846+123.1% | $3,843+65.3% | $4,126+53.9% |
| Admin fee / account holder | $10,771 | $3,873+178.1% | $5,196+107.3% | $7,339+46.8% |