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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 | $24,521 | $58,311-57.9% | $81,882-70.1% | $80,959-69.7% |
| Participation rate | 81.5% | 63.5%+18.1pp | 72.4%+9.2pp | 67.7%+13.9pp |
| Annual return | 13.29% | 41.85%-28.6pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,304 | $2,347+40.8% | $2,916+13.3% | $2,757+19.8% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,610 | $4,752-66.1% | $7,360-78.1% | $6,925-76.8% |