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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 | $34,777 | $50,554-31.2% | $67,681-48.6% | $87,485-60.2% |
| Participation rate | 97.0% | 67.7%+29.3pp | 73.7%+23.2pp | 68.9%+28.0pp |
| Annual return | 10.99% | 17.81%-6.8pp | 590.58%-579.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $3,226 | $1,988+62.2% | $2,678+20.5% | $2,596+24.3% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $584 | $4,132-85.9% | $6,100-90.4% | $7,775-92.5% |