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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 | $58,202 | $61,390-5.2% | $112,228-48.1% | $75,177-22.6% |
| Participation rate | 73.5% | 61.6%+11.9pp | 72.4%+1.1pp | 67.2%+6.3pp |
| Annual return | 15.30% | 28.47%-13.2pp | 30.23%-14.9pp | 160.75%-145.4pp |
| Employer contribution / active EE | $4,412 | $2,015+119.0% | $3,432+28.6% | $2,671+65.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $331 | $4,862-93.2% | $7,752-95.7% | $5,651-94.2% |