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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 | $37,653 | $101,795-63.0% | $165,100-77.2% | $80,959-53.5% |
| Participation rate | 91.4% | 71.8%+19.6pp | 78.6%+12.8pp | 67.7%+23.8pp |
| Annual return | 16.40% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $2,857 | $2,954-3.3% | $4,348-34.3% | $2,757+3.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,757 | $8,221-78.6% | $12,696-86.2% | $6,925-74.6% |