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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 | $30,886 | $72,486-57.4% | $87,103-64.5% | $72,976-57.7% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 17.20% | 24.46%-7.3pp | 28.19%-11.0pp | 81.02%-63.8pp |
| Employer contribution / active EE | $855 | $1,894-54.8% | $2,521-66.1% | $2,440-65.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,041 | $5,055-59.6% | $7,491-72.8% | $5,124-60.2% |