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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 | $25,933 | $123,155-78.9% | $108,753-76.2% | $155,188-83.3% |
| Participation rate | 84.6% | 75.6%+9.0pp | 71.1%+13.5pp | 80.8%+3.8pp |
| Annual return | 10.12% | 44.73%-34.6pp | 37.47%-27.3pp | 148.84%-138.7pp |
| Employer contribution / active EE | $6,558 | $2,811+133.3% | $2,427+170.2% | $4,248+54.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,768 | $12,126-77.2% | $10,320-73.2% | $14,480-80.9% |