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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 | $44,003 | $58,828-25.2% | $78,002-43.6% | $62,881-30.0% |
| Participation rate | 96.6% | 71.1%+25.6pp | 75.5%+21.1pp | 69.3%+27.3pp |
| Annual return | 8.00% | 17.16%-9.2pp | 425.99%-418.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,542 | $1,672+52.1% | $2,470+2.9% | $2,281+11.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,201 | $4,393-49.9% | $5,481-59.8% | $4,296-48.8% |