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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 | $25,728 | $85,171-69.8% | $172,752-85.1% | $72,975-64.7% |
| Participation rate | 91.5% | 70.1%+21.4pp | 82.6%+8.8pp | 69.5%+22.0pp |
| Annual return | 20.24% | 27.32%-7.1pp | 802.97%-782.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,978 | $3,324-40.5% | $5,144-61.5% | $2,440-18.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,004 | $5,880-48.9% | $13,955-78.5% | $5,124-41.4% |