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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 | $31,914 | $64,729-50.7% | $112,263-71.6% | $68,490-53.4% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | 21.85% | -11.40%+33.3pp | 27.49%-5.6pp | -7.85%+29.7pp |
| Employer contribution / active EE | $7,395 | $2,746+169.3% | $3,636+103.4% | $2,597+184.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,094 | $5,222-59.9% | $6,410-67.3% | $5,403-61.2% |