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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 | $36,631 | $103,000-64.4% | $90,300-59.4% | $152,885-76.0% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.5%+2.2pp |
| Annual return | 11.43% | 95.19%-83.8pp | 78.11%-66.7pp | 345.39%-334.0pp |
| Employer contribution / active EE | $3,184 | $3,138+1.5% | $2,854+11.6% | $4,763-33.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $328 | $6,173-94.7% | $5,353-93.9% | $11,598-97.2% |