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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 | $29,025 | $152,612-81.0% | $125,192-76.8% | $152,897-81.0% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 15.48% | 54.85%-39.4pp | 43.79%-28.3pp | 345.43%-330.0pp |
| Employer contribution / active EE | $7,666 | $4,947+55.0% | $3,866+98.3% | $4,764+60.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,671 | $13,437-87.6% | $9,704-82.8% | $11,599-85.6% |