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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 | $31,388 | $101,798-69.2% | $165,071-81.0% | $80,935-61.2% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.2pp |
| Annual return | 32.25% | 16.73%+15.5pp | 70.17%-37.9pp | 35.66%-3.4pp |
| Employer contribution / active EE | $2,798 | $2,954-5.3% | $4,347-35.7% | $2,757+1.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,810 | $8,221-53.7% | $12,695-70.0% | $6,924-45.0% |