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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 | $39,593 | $123,000-67.8% | $105,582-62.5% | $198,609-80.1% |
| Participation rate | 81.8% | 76.8%+5.1pp | 71.8%+10.0pp | 82.4%-0.6pp |
| Annual return | 3.55% | 18.31%-14.8pp | 18.61%-15.1pp | 202.70%-199.2pp |
| Employer contribution / active EE | $4,637 | $3,582+29.5% | $2,984+55.4% | $5,055-8.3% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,881 | $16,254-45.4% | $12,856-30.9% | $19,030-53.3% |