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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 | $32,142 | $58,311-44.9% | $81,882-60.7% | $80,959-60.3% |
| Participation rate | 95.5% | 63.5%+32.0pp | 72.4%+23.1pp | 67.7%+27.9pp |
| Annual return | 14.03% | 41.85%-27.8pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,493 | $2,347-36.4% | $2,916-48.8% | $2,757-45.9% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,668 | $4,752-43.8% | $7,360-63.7% | $6,925-61.5% |