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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 | $39,398 | $98,760-60.1% | $149,715-73.7% | $79,858-50.7% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.2pp |
| Annual return | 15.94% | 27.43%-11.5pp | 276.66%-260.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $3,084 | $3,217-4.1% | $4,645-33.6% | $2,471+24.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $872 | $6,053-85.6% | $9,310-90.6% | $5,306-83.6% |