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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 | $24,038 | $77,908-69.1% | $149,696-83.9% | $75,173-68.0% |
| Participation rate | 89.7% | 65.6%+24.2pp | 78.8%+11.0pp | 67.2%+22.5pp |
| Annual return | 16.15% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,205 | $3,138-29.7% | $4,821-54.3% | $2,671-17.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,461 | $5,950+8.6% | $13,212-51.1% | $5,651+14.3% |