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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 | $65,547 | $47,944+36.7% | $67,834-3.4% | $62,881+4.2% |
| Participation rate | 98.5% | 61.1%+37.4pp | 68.8%+29.7pp | 69.3%+29.2pp |
| Annual return | 6.77% | 11.77%-5.0pp | 138.47%-131.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $9,457 | $1,562+505.4% | $2,403+293.5% | $2,281+314.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,381 | $3,712-62.8% | $4,622-70.1% | $4,296-67.8% |