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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 | $48,818 | $69,012-29.3% | $160,009-69.5% | $68,486-28.7% |
| Participation rate | 96.7% | 65.4%+31.2pp | 78.0%+18.7pp | 67.9%+28.8pp |
| Annual return | 17.57% | -9.65%+27.2pp | 408.85%-391.3pp | -7.85%+25.4pp |
| Employer contribution / active EE | $1,000 | $2,212-54.8% | $4,225-76.3% | $2,597-61.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,155 | $4,798+7.4% | $8,715-40.8% | $5,404-4.6% |