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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 | $40,554 | $98,240-58.7% | $82,313-50.7% | $147,585-72.5% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 16.87% | 30.85%-14.0pp | 25.88%-9.0pp | 578.58%-561.7pp |
| Employer contribution / active EE | $3,196 | $3,192+0.1% | $2,428+31.6% | $4,876-34.5% |
| Participant deferral / active EE | $5,333 | $4,383+21.7% | $3,706+43.9% | $5,439-1.9% |
| Admin fee / account holder | $4,267 | $8,563-50.2% | $5,608-23.9% | $10,886-60.8% |