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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 | $39,174 | $91,179-57.0% | $178,499-78.1% | $79,852-50.9% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 13.91% | 24.19%-10.3pp | 151.10%-137.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $3,350 | $3,256+2.9% | $5,011-33.1% | $2,471+35.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $593 | $6,749-91.2% | $13,986-95.8% | $5,306-88.8% |