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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 | $25,472 | $82,678-69.2% | $125,391-79.7% | $68,490-62.8% |
| Participation rate | 98.1% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | 33.07% | -5.97%+39.0pp | 572.41%-539.3pp | -7.85%+40.9pp |
| Employer contribution / active EE | $4,734 | $3,382+40.0% | $4,816-1.7% | $2,597+82.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,403 | $6,277-77.7% | $10,009-86.0% | $5,403-74.0% |