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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 | $62,975 | $48,284+30.4% | $67,524-6.7% | $80,911-22.2% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.6%+30.9pp |
| Annual return | 12.70% | 18.27%-5.6pp | 3519.41%-3506.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $4,617 | $2,021+128.4% | $2,734+68.9% | $2,756+67.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,658 | $3,688+134.8% | $4,001+116.4% | $6,935+24.9% |