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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 | $62,350 | $39,162+59.2% | $100,671-38.1% | $59,633+4.6% |
| Participation rate | 96.0% | 55.9%+40.1pp | 70.7%+25.3pp | 68.7%+27.3pp |
| Annual return | 2.89% | 21.07%-18.2pp | 20.43%-17.5pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $4,005 | $1,151+248.1% | $4,012-0.2% | $2,203+81.8% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,812 | $2,969+163.1% | $4,850+61.1% | $4,297+81.8% |