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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 | $21,907 | $48,078-54.4% | $78,676-72.2% | $62,881-65.2% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.6%+16.9pp | 69.3%+21.2pp |
| Annual return | 5.05% | 31.36%-26.3pp | 62.19%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,422 | $2,015+69.9% | $2,850+20.1% | $2,281+50.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $920 | $3,206-71.3% | $4,510-79.6% | $4,296-78.6% |