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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 | $38,736 | $71,873-46.1% | $86,698-55.3% | $68,490-43.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 34.27% | 3.54%+30.7pp | 35.96%-1.7pp | -7.85%+42.1pp |
| Employer contribution / active EE | $4,397 | $2,173+102.3% | $2,837+55.0% | $2,597+69.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,493 | $6,110-59.2% | $7,492-66.7% | $5,403-53.9% |