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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 | $20,824 | $90,486-77.0% | $78,676-73.5% | $273,972-92.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 8.11% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,455 | $3,175+71.8% | $2,850+91.4% | $4,869+12.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,032 | $5,263-80.4% | $4,510-77.1% | $10,133-89.8% |