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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 | $99,194 | $79,184+25.3% | $102,438-3.2% | $74,546+33.1% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 11.42% | 54.95%-43.5pp | 29.37%-18.0pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,658 | $4,414+73.5% | $5,054+51.5% | $4,347+76.2% |
| Admin fee / account holder | $3,151 | $2,001+57.4% | $9,448-66.6% | $1,944+62.1% |