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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 | $126,239 | $78,428+61.0% | $95,960+31.6% | $79,852+58.1% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 17.96% | 19.37%-1.4pp | 91.63%-73.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,047 | $3,440-40.5% | $4,167-50.9% | $3,740-45.3% |
| Admin fee / account holder | $62,104 | $5,622+1004.6% | $6,797+813.7% | $5,306+1070.4% |