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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 | $23,107 | $46,596-50.4% | $64,099-64.0% | $75,181-69.3% |
| Participation rate | 71.1% | 65.9%+5.1pp | 72.3%-1.3pp | 67.2%+3.9pp |
| Annual return | 16.90% | 26.04%-9.1pp | 33.70%-16.8pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,010 | $1,975-48.8% | $2,748-63.2% | $2,671-62.2% |
| Participant deferral / active EE | $2,801 | $2,837-1.3% | $3,881-27.8% | $4,126-32.1% |
| Admin fee / account holder | $500 | $2,954-83.1% | $3,070-83.7% | $5,650-91.2% |