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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 | $98,805 | $51,184+93.0% | $66,439+48.7% | $86,983+13.6% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.5%+19.3pp | 69.5%+24.2pp |
| Annual return | 10.69% | 17.07%-6.4pp | 757.66%-747.0pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,588 | $2,927+159.2% | $3,876+95.8% | $4,194+80.9% |
| Admin fee / account holder | $4,043 | $4,154-2.7% | $6,173-34.5% | $7,856-48.5% |