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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 | $25,285 | $84,236-70.0% | $170,435-85.2% | $70,126-63.9% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 18.15% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $4,937 | $3,387+45.7% | $5,432-9.1% | $2,343+110.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $553 | $5,698-90.3% | $13,881-96.0% | $4,645-88.1% |