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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 | $31,019 | $58,828-47.3% | $78,002-60.2% | $62,881-50.7% |
| Participation rate | 90.7% | 71.1%+19.6pp | 75.5%+15.2pp | 69.3%+21.4pp |
| Annual return | 14.95% | 17.16%-2.2pp | 425.99%-411.0pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,989 | $1,672+19.0% | $2,470-19.5% | $2,281-12.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,127 | $4,393-74.3% | $5,481-79.4% | $4,296-73.8% |