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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 | $20,839 | $72,177-71.1% | $115,038-81.9% | $59,633-65.1% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | 9.62% | 12.02%-2.4pp | 26.14%-16.5pp | 2041.45%-2031.8pp |
| Employer contribution / active EE | $9,541 | $2,841+235.8% | $4,608+107.1% | $2,203+333.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $431 | $4,927-91.2% | $8,175-94.7% | $4,297-90.0% |