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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 | $36,485 | $48,078-24.1% | $78,676-53.6% | $62,881-42.0% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | 7.84% | 31.36%-23.5pp | 62.19%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $8,116 | $2,015+302.8% | $2,850+184.8% | $2,281+255.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $703 | $3,206-78.1% | $4,510-84.4% | $4,296-83.6% |