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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 | $16,159 | $85,171-81.0% | $172,753-90.6% | $72,976-77.9% |
| Participation rate | 90.7% | 70.1%+20.6pp | 82.6%+8.1pp | 69.5%+21.2pp |
| Annual return | 20.10% | 27.32%-7.2pp | 803.00%-782.9pp | 81.02%-60.9pp |
| Employer contribution / active EE | $3,068 | $3,324-7.7% | $5,144-40.4% | $2,440+25.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $427 | $5,880-92.7% | $13,956-96.9% | $5,124-91.7% |