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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 | $87,065 | $48,337+80.1% | $67,560+28.9% | $80,959+7.5% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.7%+29.8pp |
| Annual return | 15.92% | 18.26%-2.3pp | 3533.50%-3517.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,220 | $2,928-24.2% | $4,004-44.6% | $4,300-48.4% |
| Admin fee / account holder | $10,519 | $3,695+184.7% | $3,994+163.4% | $6,925+51.9% |