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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 | $33,078 | $67,411-50.9% | $91,004-63.7% | $70,126-52.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.61% | -40.16%+58.8pp | 4.60%+14.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $3,462 | $1,786+93.8% | $2,456+41.0% | $2,343+47.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,613 | $4,236-61.9% | $5,417-70.2% | $4,645-65.3% |