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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 | $29,764 | $52,911-43.7% | $73,309-59.4% | $59,633-50.1% |
| Participation rate | 93.5% | 68.2%+25.3pp | 74.9%+18.6pp | 68.7%+24.9pp |
| Annual return | 4.16% | 12.20%-8.0pp | 5.67%-1.5pp | 2041.40%-2037.2pp |
| Employer contribution / active EE | $571 | $1,909-70.1% | $3,237-82.4% | $2,203-74.1% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,412 | $3,835-37.1% | $5,635-57.2% | $4,297-43.9% |