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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 | $35,849 | $98,776-63.7% | $149,745-76.1% | $79,856-55.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 19.36% | 27.38%-8.0pp | 276.72%-257.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,803 | $3,217+49.3% | $4,646+3.4% | $2,471+94.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,175 | $6,053-64.1% | $9,312-76.6% | $5,306-59.0% |