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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 | $16,119 | $111,814-85.6% | $103,374-84.4% | $145,959-89.0% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.89%-11.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $7,101 | $4,214+68.5% | $3,869+83.5% | $4,661+52.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,070 | $9,754-68.5% | $8,394-63.4% | $13,398-77.1% |