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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 | $36,971 | $72,177-48.8% | $115,038-67.9% | $59,633-38.0% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | 9.67% | 12.02%-2.3pp | 26.14%-16.5pp | 2041.45%-2031.8pp |
| Employer contribution / active EE | $7,741 | $2,841+172.5% | $4,608+68.0% | $2,203+251.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,762 | $4,927+16.9% | $8,175-29.5% | $4,297+34.1% |