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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 | $18,888 | $53,774-64.9% | $134,162-85.9% | $79,852-76.3% |
| Participation rate | 92.9% | 58.8%+34.1pp | 72.2%+20.7pp | 69.6%+23.2pp |
| Annual return | 16.63% | 19.01%-2.4pp | 36.35%-19.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,919 | $1,322+45.2% | $3,705-48.2% | $2,471-22.4% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $406 | $3,985-89.8% | $6,685-93.9% | $5,306-92.3% |