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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 | $11,741 | $40,275-70.8% | $57,356-79.5% | $59,633-80.3% |
| Participation rate | 96.4% | 69.1%+27.3pp | 75.1%+21.3pp | 68.7%+27.8pp |
| Annual return | 1.58% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,261 | $1,921-34.4% | $2,689-53.1% | $2,203-42.7% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $701 | $2,820-75.2% | $3,357-79.1% | $4,297-83.7% |