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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 | $33,314 | $64,920-48.7% | $103,693-67.9% | $86,983-61.7% |
| Participation rate | 87.5% | 63.6%+23.9pp | 72.6%+14.9pp | 69.5%+18.0pp |
| Annual return | 13.04% | 30.29%-17.2pp | 47.61%-34.6pp | 25.83%-12.8pp |
| Employer contribution / active EE | $3,924 | $2,141+83.3% | $2,920+34.4% | $2,584+51.8% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,519 | $6,191-75.5% | $7,858-80.7% | $7,856-80.7% |