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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 | $41,629 | $82,028-49.3% | $123,105-66.2% | $59,633-30.2% |
| Participation rate | 96.1% | 83.2%+12.9pp | 86.8%+9.3pp | 68.7%+27.4pp |
| Annual return | 9.97% | 5.12%+4.8pp | 13.22%-3.3pp | 2041.45%-2031.5pp |
| Employer contribution / active EE | $1,991 | $3,297-39.6% | $5,151-61.3% | $2,203-9.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $792 | $5,879-86.5% | $9,014-91.2% | $4,297-81.6% |