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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 | $25,083 | $55,902-55.1% | $76,030-67.0% | $80,959-69.0% |
| Participation rate | 81.1% | 62.1%+19.1pp | 69.1%+12.1pp | 67.7%+13.5pp |
| Annual return | 10.38% | 20.59%-10.2pp | 361.54%-351.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $3,904 | $1,867+109.1% | $2,688+45.3% | $2,757+41.6% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,612 | $5,239+26.2% | $6,421+3.0% | $6,925-4.5% |