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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 | $29,510 | $228,395-87.1% | $185,861-84.1% | $158,982-81.4% |
| Participation rate | 95.8% | 82.3%+13.5pp | 78.0%+17.8pp | 82.0%+13.9pp |
| Annual return | 5.62% | 40.82%-35.2pp | 35.96%-30.3pp | 302.99%-297.4pp |
| Employer contribution / active EE | $1,150 | $4,968-76.8% | $4,088-71.9% | $4,763-75.9% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,071 | $11,869-74.1% | $9,503-67.7% | $11,252-72.7% |