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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 | $48,885 | $152,612-68.0% | $125,192-61.0% | $152,897-68.0% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.5%+11.3pp |
| Annual return | 23.36% | 54.85%-31.5pp | 43.79%-20.4pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,188 | $4,947-55.8% | $3,866-43.4% | $4,764-54.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $643 | $13,437-95.2% | $9,704-93.4% | $11,599-94.5% |