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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 | $39,746 | $101,778-60.9% | $164,975-75.9% | $80,925-50.9% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.7%+18.1pp |
| Annual return | 16.72% | 16.73%0pp | 70.12%-53.4pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,027 | $4,477+57.0% | $6,033+16.5% | $4,299+63.5% |
| Admin fee / account holder | $15,031 | $8,221+82.8% | $12,688+18.5% | $6,940+116.6% |