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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 | $39,857 | $69,977-43.0% | $108,582-63.3% | $62,881-36.6% |
| Participation rate | 73.3% | 72.9%+0.4pp | 79.6%-6.2pp | 69.3%+4.0pp |
| Annual return | 7.62% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,339 | $2,135+103.3% | $3,758+15.5% | $2,281+90.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,516 | $5,076-50.4% | $7,645-67.1% | $4,296-41.4% |