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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 | $71,215-37.8% | $93,696-52.8% | $80,935-45.3% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.7%+28.6pp |
| Annual return | 11.25% | 11.27%0pp | 133.74%-122.5pp | 35.66%-24.4pp |
| Employer contribution / active EE | $926 | $1,565-40.8% | $2,422-61.8% | $2,757-66.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $876 | $6,958-87.4% | $8,287-89.4% | $6,924-87.3% |