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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 | $33,176 | $99,345-66.6% | $84,753-60.9% | $273,972-87.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.13% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.3pp |
| Employer contribution / active EE | $15,036 | $4,214+256.8% | $3,574+320.7% | $4,869+208.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,460 | $6,645-63.0% | $5,333-53.9% | $10,133-75.7% |