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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 | $15,719 | $81,276-80.7% | $155,574-89.9% | $80,925-80.6% |
| Participation rate | 82.9% | 66.2%+16.7pp | 78.2%+4.7pp | 67.7%+15.3pp |
| Annual return | 13.46% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,722 | $3,103-44.5% | $4,676-63.2% | $2,756-37.5% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,088 | $7,993-86.4% | $15,914-93.2% | $6,940-84.3% |