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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 | $20,808 | $75,832-72.6% | $147,617-85.9% | $59,633-65.1% |
| Participation rate | 93.3% | 71.6%+21.8pp | 84.6%+8.7pp | 68.7%+24.7pp |
| Annual return | 12.80% | 0.37%+12.4pp | 61.98%-49.2pp | 2041.45%-2028.6pp |
| Employer contribution / active EE | $11,467 | $3,485+229.1% | $5,564+106.1% | $2,203+420.6% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,167 | $5,986+19.7% | $11,612-38.3% | $4,297+66.8% |