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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 | $52,915 | $46,534+13.7% | $64,097-17.4% | $75,177-29.6% |
| Participation rate | 82.1% | 65.9%+16.2pp | 72.3%+9.8pp | 67.2%+14.9pp |
| Annual return | 24.81% | 26.07%-1.3pp | 33.75%-8.9pp | 160.75%-135.9pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $872 | $2,835-69.2% | $3,881-77.5% | $4,126-78.9% |
| Admin fee / account holder | $345 | $2,957-88.3% | $3,070-88.8% | $5,651-93.9% |