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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 | $20,407 | $45,050-54.7% | $63,018-67.6% | $70,126-70.9% |
| Participation rate | 82.5% | 69.5%+13.0pp | 74.8%+7.7pp | 69.5%+13.0pp |
| Annual return | 15.81% | 18.76%-3.0pp | 87.62%-71.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $2,290 | $2,052+11.6% | $2,761-17.0% | $2,343-2.2% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $511 | $2,834-82.0% | $3,601-85.8% | $4,645-89.0% |