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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 | $47,701 | $106,247-55.1% | $96,515-50.6% | $139,466-65.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 11.67% | 38.47%-26.8pp | 35.73%-24.1pp | 373.66%-362.0pp |
| Employer contribution / active EE | $16,188 | $4,106+294.3% | $3,740+332.9% | $4,754+240.5% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,905 | $7,885+12.9% | $6,735+32.2% | $11,409-21.9% |