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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 | $31,861 | $99,875-68.1% | $146,866-78.3% | $86,983-63.4% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 40.56% | 28.10%+12.5pp | 102.85%-62.3pp | 25.83%+14.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,573 | $6,322+114.7% | $7,759+74.9% | $4,194+223.7% |
| Admin fee / account holder | $527 | $7,838-93.3% | $13,620-96.1% | $7,856-93.3% |