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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 | $35,237 | $77,638-54.6% | $156,551-77.5% | $62,881-44.0% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 6.32% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,025 | $3,444+45.9% | $5,501-8.7% | $2,281+120.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,011 | $5,561-81.8% | $13,028-92.2% | $4,296-76.5% |