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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 | $26,875 | $72,177-62.8% | $115,038-76.6% | $59,633-54.9% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | 10.93% | 12.02%-1.1pp | 26.14%-15.2pp | 2041.45%-2030.5pp |
| Employer contribution / active EE | $4,581 | $2,841+61.2% | $4,608-0.6% | $2,203+108.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,545 | $4,927-48.3% | $8,175-68.9% | $4,297-40.8% |