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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 | $32,261 | $101,302-68.2% | $149,600-78.4% | $82,637-61.0% |
| Participation rate | 97.1% | 72.5%+24.6pp | 77.2%+19.9pp | 68.1%+29.0pp |
| Annual return | 17.30% | 21.39%-4.1pp | 129.59%-112.3pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,529 | $3,099+13.9% | $4,193-15.8% | $2,552+38.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $7,203-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,960 | $8,449-53.1% | $13,963-71.6% | $7,339-46.0% |