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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 | $27,693 | $71,873-61.5% | $86,698-68.1% | $68,490-59.6% |
| Participation rate | 80.9% | 72.2%+8.6pp | 76.6%+4.3pp | 67.9%+13.0pp |
| Annual return | 62.28% | 3.54%+58.7pp | 35.96%+26.3pp | -7.85%+70.1pp |
| Employer contribution / active EE | $2,086 | $2,173-4.0% | $2,837-26.5% | $2,597-19.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $926 | $6,110-84.9% | $7,492-87.6% | $5,403-82.9% |