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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 | $15,132 | $47,944-68.4% | $67,834-77.7% | $62,881-75.9% |
| Participation rate | 97.1% | 61.1%+36.1pp | 68.8%+28.3pp | 69.3%+27.8pp |
| Annual return | 16.60% | 11.77%+4.8pp | 138.47%-121.9pp | 20.14%-3.5pp |
| Employer contribution / active EE | $1,979 | $1,562+26.7% | $2,403-17.6% | $2,281-13.2% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $541 | $3,712-85.4% | $4,622-88.3% | $4,296-87.4% |