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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 | $40,551 | $48,337-16.1% | $67,560-40.0% | $80,959-49.9% |
| Participation rate | 89.2% | 66.4%+22.8pp | 72.9%+16.3pp | 67.7%+21.5pp |
| Annual return | 12.23% | 18.26%-6.0pp | 3533.50%-3521.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,567 | $2,928+124.3% | $4,004+64.0% | $4,300+52.7% |
| Admin fee / account holder | $4,387 | $3,695+18.7% | $3,994+9.8% | $6,925-36.6% |