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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 | $11,058 | $57,590-80.8% | $86,233-87.2% | $82,448-86.6% |
| Participation rate | 87.2% | 57.9%+29.4pp | 69.0%+18.2pp | 68.1%+19.2pp |
| Annual return | 15.88% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,277 | $1,655-22.9% | $2,504-49.0% | $2,551-50.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $336 | $4,730-92.9% | $8,342-96.0% | $7,234-95.4% |