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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 | $32,030 | $110,240-70.9% | $96,544-66.8% | $139,487-77.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 11.02% | 26.41%-15.4pp | 25.88%-14.9pp | 373.84%-362.8pp |
| Employer contribution / active EE | $3,853 | $3,622+6.4% | $2,966+29.9% | $4,755-19.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $361 | $11,602-96.9% | $8,254-95.6% | $11,407-96.8% |