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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 | $17,022 | $57,057-70.2% | $85,009-80.0% | $80,874-79.0% |
| Participation rate | 88.0% | 56.4%+31.6pp | 67.5%+20.5pp | 67.6%+20.4pp |
| Annual return | 18.70% | 21.66%-3.0pp | 66.47%-47.8pp | 35.62%-16.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,362 | $3,112+136.6% | $4,522+62.8% | $4,297+71.3% |
| Admin fee / account holder | $1,955 | $4,986-60.8% | $6,153-68.2% | $6,935-71.8% |