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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 | $13,392 | $133,981-90.0% | $112,249-88.1% | $134,532-90.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | 3.38% | 47.16%-43.8pp | 27.48%-24.1pp | 418.27%-414.9pp |
| Employer contribution / active EE | $3,846 | $4,040-4.8% | $3,636+5.8% | $4,741-18.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,354 | $7,492-81.9% | $6,412-78.9% | $11,429-88.2% |