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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 | $15,448 | $77,908-80.2% | $149,696-89.7% | $75,173-79.4% |
| Participation rate | 77.5% | 65.6%+11.9pp | 78.8%-1.3pp | 67.2%+10.3pp |
| Annual return | 13.48% | 31.73%-18.2pp | 134.46%-121.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $2,319 | $3,138-26.1% | $4,821-51.9% | $2,671-13.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $669 | $5,950-88.8% | $13,212-94.9% | $5,651-88.2% |