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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 | $31,748 | $85,171-62.7% | $172,753-81.6% | $72,976-56.5% |
| Participation rate | 75.5% | 70.1%+5.4pp | 82.6%-7.1pp | 69.5%+6.0pp |
| Annual return | 20.62% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $5,136 | $3,324+54.5% | $5,144-0.2% | $2,440+110.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $640 | $5,880-89.1% | $13,956-95.4% | $5,124-87.5% |