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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 | $33,979 | $48,076-29.3% | $78,690-56.8% | $62,891-46.0% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.4pp | 69.3%+28.7pp |
| Annual return | 6.27% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $7,404 | $2,015+267.5% | $2,851+159.7% | $2,281+224.6% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,016 | $3,207-68.3% | $4,511-77.5% | $4,296-76.3% |