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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 | $42,117 | $48,078-12.4% | $78,676-46.5% | $62,881-33.0% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.6%+19.0pp | 69.3%+23.3pp |
| Annual return | 7.17% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $10,068 | $2,015+399.8% | $2,850+253.3% | $2,281+341.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,212 | $3,206-62.2% | $4,510-73.1% | $4,296-71.8% |