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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 | $34,066 | $65,712-48.2% | $57,196-40.4% | $273,972-87.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 7.36% | 22.01%-14.7pp | 14.59%-7.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,715 | $3,782-54.7% | $3,096-44.6% | $5,287-67.6% |
| Admin fee / account holder | $819 | $4,838-83.1% | $3,141-73.9% | $10,133-91.9% |