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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 | $21,633 | $158,852-86.4% | $121,220-82.2% | $135,380-84.0% |
| Participation rate | 89.5% | 79.3%+10.2pp | 71.8%+17.7pp | 82.6%+6.8pp |
| Annual return | 12.10% | -0.64%+12.7pp | 16.94%-4.8pp | 519.81%-507.7pp |
| Employer contribution / active EE | $1,995 | $5,666-64.8% | $4,023-50.4% | $4,779-58.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,038 | $6,515-38.0% | $5,021-19.6% | $10,828-62.7% |