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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 | $124,848 | $58,726+112.6% | $142,898-12.6% | $85,847+45.4% |
| Participation rate | 73.2% | 58.5%+14.7pp | 72.0%+1.2pp | 69.3%+3.9pp |
| Annual return | 17.09% | 27.73%-10.6pp | 5639.64%-5622.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,974 | $2,609+90.7% | $3,838+29.6% | $3,952+25.9% |
| Admin fee / account holder | $14,473 | $4,234+241.8% | $6,560+120.6% | $6,261+131.2% |