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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 | $33,881 | $45,041-24.8% | $63,003-46.2% | $70,131-51.7% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 11.27% | 18.76%-7.5pp | 87.59%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,905 | $2,052+41.6% | $2,760+5.3% | $2,342+24.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,162 | $2,836-59.0% | $3,600-67.7% | $4,645-75.0% |