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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 | $32,337 | $65,027-50.3% | $90,970-64.5% | $79,852-59.5% |
| Participation rate | 98.8% | 61.6%+37.2pp | 69.0%+29.8pp | 69.6%+29.1pp |
| Annual return | 13.44% | 30.45%-17.0pp | 134.58%-121.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $5,015 | $1,247+302.1% | $2,122+136.3% | $2,471+103.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,156 | $4,535-8.4% | $5,960-30.3% | $5,306-21.7% |