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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 | $45,177 | $101,795-55.6% | $165,100-72.6% | $80,959-44.2% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.7%+30.8pp |
| Annual return | 16.57% | 16.73%-0.2pp | 70.21%-53.6pp | 35.67%-19.1pp |
| Employer contribution / active EE | $7,813 | $2,954+164.5% | $4,348+79.7% | $2,757+183.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,890 | $8,221-52.7% | $12,696-69.4% | $6,925-43.8% |