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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 | $89,522 | $58,311+53.5% | $81,882+9.3% | $80,959+10.6% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 30.07% | 41.85%-11.8pp | 779.47%-749.4pp | 35.67%-5.6pp |
| Employer contribution / active EE | $5,028 | $2,347+114.3% | $2,916+72.4% | $2,757+82.4% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,545 | $4,752-67.5% | $7,360-79.0% | $6,925-77.7% |