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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 | $22,857 | $165,939-86.2% | $122,354-81.3% | $147,585-84.5% |
| Participation rate | 85.0% | 79.6%+5.4pp | 71.6%+13.4pp | 82.8%+2.2pp |
| Annual return | 8.03% | 34.56%-26.5pp | 30.28%-22.2pp | 578.58%-570.6pp |
| Employer contribution / active EE | $1,250 | $5,754-78.3% | $4,051-69.1% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $768 | $7,425-89.7% | $5,479-86.0% | $10,886-92.9% |