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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 | $40,202 | $117,895-65.9% | $102,460-60.8% | $145,897-72.4% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 22.76% | 31.92%-9.2pp | 29.47%-6.7pp | 552.29%-529.5pp |
| Employer contribution / active EE | $2,083 | $3,619-42.4% | $3,025-31.1% | $4,663-55.3% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,973 | $13,353-40.3% | $9,460-15.7% | $13,390-40.5% |