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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 | $41,648 | $77,638-46.4% | $156,551-73.4% | $62,881-33.8% |
| Participation rate | 94.2% | 71.2%+23.0pp | 84.0%+10.2pp | 69.3%+24.9pp |
| Annual return | 5.23% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,540 | $3,444+2.8% | $5,501-35.6% | $2,281+55.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,519 | $5,561-54.7% | $13,028-80.7% | $4,296-41.4% |