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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 | $56,953 | $48,314+17.9% | $67,561-15.7% | $80,925-29.6% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.5pp |
| Annual return | 22.87% | 18.28%+4.6pp | 3525.44%-3502.6pp | 35.65%-12.8pp |
| Employer contribution / active EE | $7,897 | $2,022+290.6% | $2,735+188.8% | $2,756+186.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,327 | $3,690-36.9% | $4,006-41.9% | $6,940-66.5% |