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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 | $25,555 | $53,774-52.5% | $134,162-81.0% | $79,856-68.0% |
| Participation rate | 93.5% | 58.8%+34.8pp | 72.2%+21.4pp | 69.6%+23.9pp |
| Annual return | 11.87% | 19.01%-7.1pp | 36.35%-24.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,383 | $1,322+80.3% | $3,705-35.7% | $2,471-3.6% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,427 | $3,985-64.2% | $6,685-78.7% | $5,306-73.1% |