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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 | $37,857 | $69,541-45.6% | $59,899-36.8% | $135,380-72.0% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.7%+2.2pp | 82.6%-5.7pp |
| Annual return | 7.63% | 7.95%-0.3pp | 3.46%+4.2pp | 519.81%-512.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,504 | $4,206-64.2% | $3,402-55.8% | $5,609-73.2% |
| Admin fee / account holder | $1,369 | $5,737-76.1% | $3,592-61.9% | $10,828-87.4% |