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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 | $124,843 | $53,837+131.9% | $75,714+64.9% | $85,847+45.4% |
| Participation rate | 92.9% | 69.1%+23.8pp | 74.8%+18.0pp | 69.3%+23.5pp |
| Annual return | 16.41% | 24.54%-8.1pp | 104.62%-88.2pp | 318.61%-302.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,237 | $2,895+80.9% | $3,820+37.1% | $3,952+32.5% |
| Admin fee / account holder | $551 | $3,339-83.5% | $3,619-84.8% | $6,261-91.2% |