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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 | $39,879 | $90,745-56.1% | $130,231-69.4% | $75,173-47.0% |
| Participation rate | 94.3% | 71.1%+23.2pp | 76.3%+18.0pp | 67.2%+27.1pp |
| Annual return | 41.60% | 34.45%+7.1pp | 38.86%+2.7pp | 160.72%-119.1pp |
| Employer contribution / active EE | $12,857 | $3,314+288.0% | $4,126+211.6% | $2,671+381.4% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,688 | $6,331-73.3% | $6,020-72.0% | $5,651-70.1% |