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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 | $48,314+60.7% | $67,561+14.9% | $80,925-4.1% |
| Participation rate | 85.1% | 66.4%+18.7pp | 72.9%+12.2pp | 67.7%+17.4pp |
| Annual return | 16.46% | 18.28%-1.8pp | 3525.44%-3509.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,262 | $2,927+79.8% | $4,003+31.5% | $4,299+22.4% |
| Admin fee / account holder | $325 | $3,690-91.2% | $4,006-91.9% | $6,940-95.3% |