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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 | $61,721 | $58,828+4.9% | $78,002-20.9% | $62,881-1.8% |
| Participation rate | 89.6% | 71.1%+18.6pp | 75.5%+14.1pp | 69.3%+20.3pp |
| Annual return | 6.71% | 17.16%-10.4pp | 425.99%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,114 | $1,672+86.3% | $2,470+26.1% | $2,281+36.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,435 | $4,393+183.0% | $5,481+126.9% | $4,296+189.5% |