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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 | $20,419 | $52,380-61.0% | $98,864-79.3% | $85,851-76.2% |
| Participation rate | 80.7% | 58.0%+22.7pp | 65.7%+14.9pp | 69.3%+11.4pp |
| Annual return | 12.55% | 25.82%-13.3pp | 50.03%-37.5pp | 318.63%-306.1pp |
| Employer contribution / active EE | $574 | $1,337-57.1% | $2,070-72.3% | $2,565-77.6% |
| Participant deferral / active EE | $976 | $2,101-53.6% | $3,037-67.9% | $3,952-75.3% |
| Admin fee / account holder | $479 | $3,865-87.6% | $4,080-88.2% | $6,261-92.3% |