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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 | $20,397 | $69,248-70.5% | $64,101-68.2% | $139,466-85.4% |
| Participation rate | 94.4% | 75.6%+18.8pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 13.84% | 45.95%-32.1pp | 33.72%-19.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $2,719 | $3,185-14.6% | $2,749-1.1% | $4,754-42.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $305 | $4,247-92.8% | $3,070-90.1% | $11,409-97.3% |