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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 | $25,697 | $65,367-60.7% | $92,915-72.3% | $72,976-64.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.79% | 42.11%-21.3pp | 109.45%-88.7pp | 81.02%-60.2pp |
| Employer contribution / active EE | $4,839 | $2,594+86.6% | $3,653+32.4% | $2,440+98.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $851 | $4,251-80.0% | $5,796-85.3% | $5,124-83.4% |