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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 | $26,834 | $49,255-45.5% | $70,494-61.9% | $79,856-66.4% |
| Participation rate | 97.0% | 69.2%+27.9pp | 75.1%+22.0pp | 69.6%+27.4pp |
| Annual return | 11.76% | 30.10%-18.3pp | 109.16%-97.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $918 | $2,100-56.3% | $2,738-66.5% | $2,471-62.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $747 | $2,879-74.1% | $3,848-80.6% | $5,306-85.9% |