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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 | $31,683 | $71,873-55.9% | $86,698-63.5% | $68,490-53.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.12% | 3.54%+3.6pp | 35.96%-28.8pp | -7.85%+15.0pp |
| Employer contribution / active EE | $3,576 | $2,173+64.5% | $2,837+26.0% | $2,597+37.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,056 | $6,110-0.9% | $7,492-19.2% | $5,403+12.1% |