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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 | $21,144 | $81,276-74.0% | $155,574-86.4% | $80,925-73.9% |
| Participation rate | 82.7% | 66.2%+16.4pp | 78.2%+4.4pp | 67.7%+15.0pp |
| Annual return | 11.64% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,065 | $3,453+17.7% | $5,629-27.8% | $4,299-5.4% |
| Admin fee / account holder | $942 | $7,993-88.2% | $15,914-94.1% | $6,940-86.4% |