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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 | $19,834 | $35,183-43.6% | $73,550-73.0% | $70,126-71.7% |
| Participation rate | 95.5% | 42.9%+52.5pp | 54.9%+40.5pp | 69.5%+25.9pp |
| Annual return | 18.90% | 26.90%-8.0pp | -15.16%+34.1pp | 73.15%-54.2pp |
| Employer contribution / active EE | $657 | $709-7.2% | $1,219-46.1% | $2,343-71.9% |
| Participant deferral / active EE | $852 | $1,220-30.1% | $1,804-52.8% | $3,332-74.4% |
| Admin fee / account holder | $1,364 | $2,302-40.8% | $2,320-41.2% | $4,645-70.6% |