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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 | $34,627 | $77,896-55.5% | $134,172-74.2% | $82,448-58.0% |
| Participation rate | 87.5% | 62.8%+24.7pp | 72.5%+15.0pp | 68.1%+19.4pp |
| Annual return | 14.80% | 18.21%-3.4pp | 25.30%-10.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $7,143 | $2,159+230.8% | $3,420+108.9% | $2,551+180.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,050 | $6,336-67.6% | $12,016-82.9% | $7,234-71.7% |