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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 | $38,064 | $106,280-64.2% | $96,538-60.6% | $139,487-72.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 14.78% | 38.48%-23.7pp | 35.74%-21.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $6,667 | $4,107+62.3% | $3,740+78.2% | $4,755+40.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $331 | $7,888-95.8% | $6,737-95.1% | $11,407-97.1% |