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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 | $23,565 | $53,128-55.6% | $86,582-72.8% | $70,126-66.4% |
| Participation rate | 90.2% | 65.3%+24.9pp | 73.5%+16.7pp | 69.5%+20.7pp |
| Annual return | 16.24% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,051 | $2,068+95.9% | $2,839+42.7% | $2,343+72.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,507 | $3,584-2.2% | $4,904-28.5% | $4,645-24.5% |