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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 | $26,732 | $78,670-66.0% | $109,173-75.5% | $85,847-68.9% |
| Participation rate | 95.9% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.6pp |
| Annual return | 13.50% | 25.09%-11.6pp | 25.75%-12.3pp | 318.61%-305.1pp |
| Employer contribution / active EE | $754 | $2,734-72.4% | $3,723-79.7% | $2,565-70.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $914 | $5,469-83.3% | $6,755-86.5% | $6,261-85.4% |