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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 | $48,284+407.9% | $67,524+263.2% | $80,911+203.1% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.6pp |
| Annual return | 11.77% | 18.27%-6.5pp | 3519.41%-3507.6pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,130 | $2,927+485.3% | $4,001+328.1% | $4,297+298.6% |
| Admin fee / account holder | $7,600 | $3,688+106.1% | $4,001+90.0% | $6,935+9.6% |