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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 | $35,397 | $90,606-60.9% | $79,466-55.5% | $135,379-73.9% |
| Participation rate | 76.2% | 76.0%+0.1pp | 73.3%+2.8pp | 82.6%-6.5pp |
| Annual return | 7.19% | 977.69%-970.5pp | 718.28%-711.1pp | 519.79%-512.6pp |
| Employer contribution / active EE | $1,516 | $3,068-50.6% | $2,800-45.8% | $4,779-68.3% |
| Participant deferral / active EE | $2,291 | $4,050-43.4% | $3,704-38.1% | $5,609-59.1% |
| Admin fee / account holder | $8,461 | $5,895+43.5% | $5,104+65.8% | $10,828-21.9% |