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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 | $29,210 | $72,269-59.6% | $101,271-71.2% | $79,852-63.4% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 14.77% | 22.29%-7.5pp | 46.48%-31.7pp | 31.72%-16.9pp |
| Employer contribution / active EE | $6,994 | $2,692+159.8% | $3,660+91.1% | $2,471+183.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,145 | $4,401-51.3% | $5,948-63.9% | $5,306-59.6% |