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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 | $95,543 | $48,327+97.7% | $67,575+41.4% | $80,935+18.0% |
| Participation rate | 82.4% | 66.4%+15.9pp | 72.9%+9.4pp | 67.7%+14.7pp |
| Annual return | 17.49% | 18.31%-0.8pp | 3528.98%-3511.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,414 | $2,927+153.3% | $4,003+85.2% | $4,299+72.4% |
| Admin fee / account holder | $3,189 | $3,692-13.6% | $3,993-20.1% | $6,924-53.9% |