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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 | $34,612 | $49,177-29.6% | $79,467-56.4% | $64,173-46.1% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.6%+12.2pp |
| Annual return | 8.69% | -1.16%+9.8pp | 718.30%-709.6pp | 7.63%+1.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,928 | $2,821-31.7% | $3,704-47.9% | $3,470-44.4% |
| Admin fee / account holder | $3,249 | $3,839-15.4% | $5,104-36.3% | $4,887-33.5% |