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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 | $25,820 | $93,589-72.4% | $135,942-81.0% | $75,181-65.7% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 43.52% | 30.90%+12.6pp | 68.28%-24.8pp | 160.69%-117.2pp |
| Employer contribution / active EE | $2,789 | $3,537-21.2% | $4,858-42.6% | $2,671+4.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $895 | $6,977-87.2% | $10,764-91.7% | $5,650-84.2% |