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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 | $35,951 | $95,383-62.3% | $185,837-80.7% | $85,856-58.1% |
| Participation rate | 82.1% | 68.8%+13.3pp | 81.7%+0.3pp | 69.3%+12.7pp |
| Annual return | 12.93% | 23.59%-10.7pp | 122.08%-109.1pp | 318.58%-305.7pp |
| Employer contribution / active EE | $2,318 | $3,313-30.0% | $5,168-55.1% | $2,565-9.6% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,872 | $7,213-18.6% | $16,241-63.8% | $6,261-6.2% |