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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 | $33,852 | $67,411-49.8% | $91,004-62.8% | $70,126-51.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 40.76% | -40.16%+80.9pp | 4.60%+36.2pp | 73.15%-32.4pp |
| Employer contribution / active EE | $2,095 | $1,786+17.3% | $2,456-14.7% | $2,343-10.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,841 | $4,236-56.5% | $5,417-66.0% | $4,645-60.4% |