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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 | $45,395 | $96,491-53.0% | $75,894-40.2% | $152,885-70.3% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.3%+25.5pp | 82.5%+12.3pp |
| Annual return | 13.22% | 33.98%-20.8pp | 30.76%-17.5pp | 345.39%-332.2pp |
| Employer contribution / active EE | $6,960 | $3,310+110.3% | $2,501+178.3% | $4,763+46.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,508 | $8,079+67.2% | $5,420+149.2% | $11,598+16.5% |