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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 | $44,001 | $56,431-22.0% | $130,788-66.4% | $87,485-49.7% |
| Participation rate | 96.2% | 58.9%+37.2pp | 70.1%+26.1pp | 68.9%+27.2pp |
| Annual return | 14.07% | 91.27%-77.2pp | 386.44%-372.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $4,144 | $1,549+167.5% | $3,558+16.5% | $2,596+59.6% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,912 | $4,433+78.5% | $6,673+18.6% | $7,775+1.8% |