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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 | $46,839 | $78,705-40.5% | $117,857-60.3% | $70,131-33.2% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 13.75% | 23.30%-9.5pp | 335.09%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,047 | $2,223-7.9% | $3,786-45.9% | $2,342-12.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,415 | $5,065-12.8% | $8,020-44.9% | $4,645-5.0% |