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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 | $95,239 | $107,015-11.0% | $73,545+29.5% | $147,585-35.5% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 15.79% | 38.25%-22.5pp | -15.16%+31.0pp | 578.58%-562.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,507 | $2,462+1.8% | $1,806+38.8% | $5,439-53.9% |
| Admin fee / account holder | $335 | $3,055-89.0% | $2,320-85.6% | $10,886-96.9% |