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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 | $51,713 | $103,949-50.3% | $69,182-25.3% | $273,972-81.1% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 7.52% | 35.28%-27.8pp | -21.93%+29.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $8,195 | $1,783+359.6% | $1,206+579.4% | $4,869+68.3% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $381 | $3,671-89.6% | $2,697-85.9% | $10,133-96.2% |