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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 | $36,773 | $82,028-55.2% | $123,105-70.1% | $59,633-38.3% |
| Participation rate | 80.6% | 83.2%-2.6pp | 86.8%-6.2pp | 68.7%+11.9pp |
| Annual return | 10.22% | 5.12%+5.1pp | 13.22%-3.0pp | 2041.45%-2031.2pp |
| Employer contribution / active EE | $1,079 | $3,297-67.3% | $5,151-79.1% | $2,203-51.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $482 | $5,879-91.8% | $9,014-94.7% | $4,297-88.8% |