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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 | $38,519 | $81,208-52.6% | $98,920-61.1% | $79,856-51.8% |
| Participation rate | 74.5% | 72.5%+2.0pp | 76.0%-1.5pp | 69.6%+4.9pp |
| Annual return | 22.79% | 60.99%-38.2pp | 196.47%-173.7pp | 31.71%-8.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,227 | $3,265-31.8% | $4,245-47.5% | $3,741-40.5% |
| Admin fee / account holder | $635 | $6,013-89.4% | $6,643-90.4% | $5,306-88.0% |