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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 | $44,265 | $71,230-37.9% | $93,727-52.8% | $80,959-45.3% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.7%+28.6pp |
| Annual return | 11.25% | 11.26%0pp | 133.83%-122.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $926 | $1,565-40.8% | $2,421-61.8% | $2,757-66.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $876 | $6,961-87.4% | $8,292-89.4% | $6,925-87.3% |