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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 | $29,276 | $65,367-55.2% | $92,915-68.5% | $72,976-59.9% |
| Participation rate | 92.4% | 68.3%+24.1pp | 76.0%+16.4pp | 69.5%+22.9pp |
| Annual return | 22.60% | 42.11%-19.5pp | 109.45%-86.9pp | 81.02%-58.4pp |
| Employer contribution / active EE | $6,253 | $2,594+141.1% | $3,653+71.1% | $2,440+156.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,289 | $4,251+0.9% | $5,796-26.0% | $5,124-16.3% |