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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 | $27,957 | $102,385-72.7% | $147,080-81.0% | $80,935-65.5% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 14.05% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $7,712 | $3,717+107.5% | $4,933+56.3% | $2,757+179.7% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,588 | $7,951-17.1% | $12,989-49.3% | $6,924-4.9% |