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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 | $96,137-67.4% | $135,987-76.9% | $80,911-61.2% |
| Participation rate | 88.9% | 71.2%+17.7pp | 76.4%+12.5pp | 67.6%+21.2pp |
| Annual return | 11.73% | 28.70%-17.0pp | 579.77%-568.0pp | 35.63%-23.9pp |
| Employer contribution / active EE | $8,611 | $3,350+157.0% | $4,214+104.3% | $2,756+212.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,615 | $8,236+162.4% | $6,716+221.9% | $6,935+211.7% |