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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 | $24,980 | $77,638-67.8% | $156,551-84.0% | $62,881-60.3% |
| Participation rate | 98.1% | 71.2%+26.9pp | 84.0%+14.1pp | 69.3%+28.8pp |
| Annual return | 7.89% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,064 | $3,046-32.2% | $4,871-57.6% | $3,203-35.6% |
| Admin fee / account holder | $3,006 | $5,561-45.9% | $13,028-76.9% | $4,296-30.0% |