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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 | $84,091 | $51,638+62.8% | $129,406-35.0% | $80,959+3.9% |
| Participation rate | 96.6% | 56.9%+39.6pp | 69.6%+26.9pp | 67.7%+28.9pp |
| Annual return | 19.80% | 20.78%-1.0pp | 9468.18%-9448.4pp | 35.67%-15.9pp |
| Employer contribution / active EE | $787 | $1,584-50.3% | $4,155-81.1% | $2,757-71.5% |
| Participant deferral / active EE | $2,172 | $2,670-18.7% | $4,167-47.9% | $4,300-49.5% |
| Admin fee / account holder | $24,874 | $4,313+476.7% | $7,689+223.5% | $6,925+259.2% |