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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 | $28,184 | $55,453-49.2% | $170,435-83.5% | $62,293-54.8% |
| Participation rate | 86.4% | 66.4%+20.0pp | 83.6%+2.8pp | 69.5%+16.9pp |
| Annual return | 17.01% | 21.38%-4.4pp | 205.94%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,845 | $2,164-14.7% | $5,432-66.0% | $2,042-9.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $456 | $455+0.1% | $13,881-96.7% | $479-4.9% |