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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 | $11,655 | $40,275-71.1% | $57,356-79.7% | $59,633-80.5% |
| Participation rate | 78.0% | 69.1%+8.9pp | 75.1%+3.0pp | 68.7%+9.4pp |
| Annual return | 0.99% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,342 | $2,400-2.4% | $3,162-25.9% | $3,192-26.6% |
| Admin fee / account holder | $409 | $2,820-85.5% | $3,357-87.8% | $4,297-90.5% |