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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 | $77,629 | $48,284+60.8% | $67,524+15.0% | $80,911-4.1% |
| Participation rate | 85.1% | 66.4%+18.7pp | 72.9%+12.2pp | 67.6%+17.5pp |
| Annual return | 16.46% | 18.27%-1.8pp | 3519.41%-3503.0pp | 35.63%-19.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,262 | $2,927+79.8% | $4,001+31.5% | $4,297+22.5% |
| Admin fee / account holder | $325 | $3,688-91.2% | $4,001-91.9% | $6,935-95.3% |