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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 | $20,350 | $51,604-60.6% | $129,295-84.3% | $80,874-74.8% |
| Participation rate | 70.3% | 57.0%+13.3pp | 69.6%+0.6pp | 67.6%+2.6pp |
| Annual return | 12.89% | 20.76%-7.9pp | 9429.28%-9416.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,089 | $1,585-31.3% | $4,157-73.8% | $2,756-60.5% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $509 | $4,310-88.2% | $7,665-93.4% | $6,935-92.7% |