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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 | $33,207 | $58,828-43.6% | $78,002-57.4% | $62,881-47.2% |
| Participation rate | 85.3% | 71.1%+14.2pp | 75.5%+9.8pp | 69.3%+16.0pp |
| Annual return | 9.14% | 17.16%-8.0pp | 425.99%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $441 | $1,672-73.6% | $2,470-82.1% | $2,281-80.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,087 | $4,393+106.9% | $5,481+65.8% | $4,296+111.5% |