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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 | $36,176 | $73,988-51.1% | $96,538-62.5% | $75,177-51.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.06% | 26.73%-9.7pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $2,836 | $2,930-3.2% | $3,740-24.2% | $2,671+6.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,433 | $5,220-34.2% | $6,737-49.0% | $5,651-39.3% |