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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 | $75,880 | $51,631+47.0% | $129,397-41.4% | $80,925-6.2% |
| Participation rate | 79.7% | 56.9%+22.7pp | 69.6%+10.0pp | 67.7%+12.0pp |
| Annual return | 11.33% | 20.77%-9.4pp | 9453.98%-9442.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,761 | $2,670+228.2% | $4,167+110.2% | $4,299+103.8% |
| Admin fee / account holder | $7,534 | $4,309+74.9% | $7,679-1.9% | $6,940+8.6% |