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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 | $29,556 | $48,300-38.8% | $40,145,923-99.9% | $62,881-53.0% |
| Participation rate | 86.5% | 62.0%+24.5pp | 68.4%+18.1pp | 69.3%+17.2pp |
| Annual return | 46.35% | 6.95%+39.4pp | 5.24%+41.1pp | 20.14%+26.2pp |
| Employer contribution / active EE | $1,012 | $1,333-24.1% | $1,844-45.1% | $2,281-55.6% |
| Participant deferral / active EE | $2,904 | $2,388+21.6% | $2,591+12.1% | $3,203-9.3% |
| Admin fee / account holder | $5,066 | $2,919+73.6% | $2,903+74.5% | $4,296+17.9% |