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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 | $22,988 | $88,672-74.1% | $105,223-78.2% | $82,448-72.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 31.60% | 30.86%+0.7pp | 180.65%-149.1pp | 41.64%-10.0pp |
| Employer contribution / active EE | $4,564 | $3,048+49.7% | $3,689+23.7% | $2,551+78.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,077 | $7,146-70.9% | $8,859-76.6% | $7,234-71.3% |