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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 | $21,519 | $58,311-63.1% | $81,882-73.7% | $80,959-73.4% |
| Participation rate | 80.8% | 63.5%+17.3pp | 72.4%+8.4pp | 67.7%+13.1pp |
| Annual return | 13.46% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,164 | $3,287+26.7% | $4,323-3.7% | $4,300-3.2% |
| Admin fee / account holder | $954 | $4,752-79.9% | $7,360-87.0% | $6,925-86.2% |