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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 | $245,216 | $48,337+407.3% | $67,560+263.0% | $80,959+202.9% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 11.77% | 18.26%-6.5pp | 3533.50%-3521.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,130 | $2,928+485.0% | $4,004+327.8% | $4,300+298.3% |
| Admin fee / account holder | $7,600 | $3,695+105.7% | $3,994+90.3% | $6,925+9.7% |