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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 | $31,384 | $96,236-67.4% | $133,698-76.5% | $80,959-61.2% |
| Participation rate | 88.9% | 71.2%+17.7pp | 76.4%+12.5pp | 67.7%+21.2pp |
| Annual return | 11.73% | 28.74%-17.0pp | 580.90%-569.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $8,611 | $3,350+157.0% | $4,218+104.2% | $2,757+212.3% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,615 | $8,250+162.0% | $6,703+222.5% | $6,925+212.1% |