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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 | $34,568 | $67,602-48.9% | $82,312-58.0% | $70,126-50.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.13% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $488 | $1,755-72.2% | $2,428-79.9% | $2,343-79.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,450 | $4,512+87.3% | $5,608+50.7% | $4,645+81.9% |