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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 | $48,314+30.3% | $67,561-6.8% | $80,925-22.2% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.6pp | 67.7%+30.9pp |
| Annual return | 12.70% | 18.28%-5.6pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $4,617 | $2,022+128.4% | $2,735+68.8% | $2,756+67.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,658 | $3,690+134.7% | $4,006+116.2% | $6,940+24.8% |