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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 | $11,935 | $49,177-75.7% | $79,466-85.0% | $64,173-81.4% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | 9.11% | -1.16%+10.3pp | 718.28%-709.2pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,161 | $2,076+4.1% | $2,800-22.8% | $2,381-9.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,741 | $3,839+127.7% | $5,104+71.3% | $4,887+78.8% |