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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 | $106,697 | $51,638+106.6% | $68,368+56.1% | $82,448+29.4% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 18.01% | 37.53%-19.5pp | 292.57%-274.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,253 | $2,914+251.9% | $4,123+148.7% | $4,139+147.7% |
| Admin fee / account holder | $623 | $4,643-86.6% | $5,150-87.9% | $7,234-91.4% |