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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 | $35,712 | $96,236-62.9% | $136,072-73.8% | $80,935-55.9% |
| Participation rate | 89.5% | 71.2%+18.3pp | 76.4%+13.0pp | 67.7%+21.8pp |
| Annual return | 13.13% | 28.74%-15.6pp | 580.46%-567.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $11,349 | $3,350+238.7% | $4,216+169.2% | $2,757+311.7% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,105 | $8,250+46.7% | $6,718+80.2% | $6,924+74.8% |