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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 | $21,724 | $72,273-69.9% | $101,275-78.5% | $79,856-72.8% |
| Participation rate | 95.1% | 68.5%+26.6pp | 75.8%+19.3pp | 69.6%+25.4pp |
| Annual return | 12.59% | 22.30%-9.7pp | 46.48%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $6,903 | $2,691+156.5% | $3,660+88.6% | $2,471+179.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,929 | $4,401+261.9% | $5,948+167.8% | $5,306+200.2% |