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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 | $56,307 | $52,961+6.3% | $172,752-67.4% | $65,185-13.6% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 20.24% | 30.12%-9.9pp | 802.97%-782.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,224 | $2,471+30.5% | $5,198-38.0% | $3,514-8.2% |
| Admin fee / account holder | $8,152 | $472+1627.2% | $13,955-41.6% | $847+862.2% |