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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 | $25,980 | $69,274-62.5% | $64,097-59.5% | $139,487-81.4% |
| Participation rate | 93.8% | 75.6%+18.1pp | 72.3%+21.4pp | 80.3%+13.4pp |
| Annual return | 20.00% | 46.00%-26.0pp | 33.75%-13.8pp | 373.84%-353.8pp |
| Employer contribution / active EE | $4,594 | $3,187+44.1% | $2,750+67.0% | $4,755-3.4% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $886 | $4,247-79.1% | $3,070-71.1% | $11,407-92.2% |