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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 | $31,375 | $114,013-72.5% | $103,693-69.7% | $155,188-79.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 7.90% | 49.31%-41.4pp | 47.61%-39.7pp | 148.84%-140.9pp |
| Employer contribution / active EE | $2,222 | $3,131-29.0% | $2,920-23.9% | $4,248-47.7% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,234 | $8,407+57.4% | $7,858+68.4% | $14,480-8.6% |