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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 | $71,012 | $45,050+57.6% | $63,018+12.7% | $70,126+1.3% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 24.90% | 18.76%+6.1pp | 87.62%-62.7pp | 73.15%-48.3pp |
| Employer contribution / active EE | $3,083 | $2,052+50.3% | $2,761+11.7% | $2,343+31.6% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,661 | $2,834+276.2% | $3,601+196.1% | $4,645+129.5% |