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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 | $27,829 | $99,345-72.0% | $84,753-67.2% | $273,972-89.8% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 3.23% | 22.93%-19.7pp | 22.78%-19.6pp | 41.46%-38.2pp |
| Employer contribution / active EE | $14,925 | $4,214+254.2% | $3,574+317.5% | $4,869+206.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,474 | $6,645-32.7% | $5,333-16.1% | $10,133-55.8% |