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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 | $32,603 | $86,298-62.2% | $111,308-70.7% | $85,847-62.0% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 28.58% | 19.99%+8.6pp | 54.67%-26.1pp | 318.61%-290.0pp |
| Employer contribution / active EE | $1,852 | $2,044-9.4% | $2,732-32.2% | $2,565-27.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,230 | $8,189-85.0% | $7,965-84.6% | $6,261-80.4% |