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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 | $24,155 | $54,763-55.9% | $90,324-73.3% | $72,976-66.9% |
| Participation rate | 83.3% | 65.2%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 23.08% | 30.63%-7.5pp | 78.15%-55.1pp | 81.02%-57.9pp |
| Employer contribution / active EE | $6,602 | $2,093+215.4% | $2,856+131.2% | $2,440+170.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,277 | $3,973+234.1% | $5,356+147.9% | $5,124+159.1% |