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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 | $35,089 | $51,708-32.1% | $106,619-67.1% | $62,881-44.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.76% | 4.69%+4.1pp | 9.42%-0.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,959 | $1,764+11.1% | $3,947-50.4% | $2,281-14.1% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $814 | $3,349-75.7% | $6,418-87.3% | $4,296-81.1% |