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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 | $61,410 | $103,000-40.4% | $90,300-32.0% | $152,885-59.8% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 10.96% | 95.19%-84.2pp | 78.11%-67.2pp | 345.39%-334.4pp |
| Employer contribution / active EE | $3,869 | $3,138+23.3% | $2,854+35.6% | $4,763-18.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $344 | $6,173-94.4% | $5,353-93.6% | $11,598-97.0% |