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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 | $29,078 | $90,486-67.9% | $78,676-63.0% | $273,972-89.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.34% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,724 | $3,175+17.3% | $2,850+30.7% | $4,869-23.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,207 | $5,263-39.1% | $4,510-28.9% | $10,133-68.3% |