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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 | $24,347 | $96,491-74.8% | $75,894-67.9% | $152,885-84.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.5%-2.5pp |
| Annual return | 15.64% | 33.98%-18.3pp | 30.76%-15.1pp | 345.39%-329.7pp |
| Employer contribution / active EE | $5,523 | $3,310+66.9% | $2,501+120.8% | $4,763+15.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,300 | $8,079-83.9% | $5,420-76.0% | $11,598-88.8% |