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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 | $42,334 | $84,518-49.9% | $67,704-37.5% | $125,388-66.2% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | 3.32% | 2.57%+0.7pp | 25.41%-22.1pp | 282.24%-278.9pp |
| Employer contribution / active EE | $6,667 | $3,292+102.5% | $2,559+160.5% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,222 | $5,340+278.7% | $4,255+375.2% | $9,541+112.0% |