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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 | $56,097 | $72,177-22.3% | $115,038-51.2% | $59,633-5.9% |
| Participation rate | 86.2% | 72.6%+13.7pp | 81.4%+4.8pp | 68.7%+17.5pp |
| Annual return | 18.69% | 12.02%+6.7pp | 26.14%-7.4pp | 2041.45%-2022.8pp |
| Employer contribution / active EE | $10,920 | $2,841+284.3% | $4,608+137.0% | $2,203+395.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,284 | $4,927-73.9% | $8,175-84.3% | $4,297-70.1% |