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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 | $93,703 | $53,837+74.0% | $75,714+23.8% | $85,847+9.2% |
| Participation rate | 98.0% | 69.1%+29.0pp | 74.8%+23.2pp | 69.3%+28.7pp |
| Annual return | 19.57% | 24.54%-5.0pp | 104.62%-85.1pp | 318.61%-299.0pp |
| Employer contribution / active EE | $9,804 | $2,017+386.0% | $2,744+257.3% | $2,565+282.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,091 | $3,339-67.3% | $3,619-69.9% | $6,261-82.6% |