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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 | $30,671 | $62,583-51.0% | $76,767-60.0% | $64,173-52.2% |
| Participation rate | 95.1% | 72.8%+22.3pp | 77.0%+18.1pp | 69.6%+25.5pp |
| Annual return | 42.58% | -1.95%+44.5pp | 2.43%+40.2pp | 7.63%+34.9pp |
| Employer contribution / active EE | $5,213 | $1,832+184.5% | $2,485+109.8% | $2,381+119.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,720 | $4,667-63.1% | $6,675-74.2% | $4,887-64.8% |