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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 | $57,140-70.2% | $85,240-80.0% | $80,959-79.0% |
| Participation rate | 88.0% | 56.4%+31.6pp | 67.5%+20.5pp | 67.7%+20.3pp |
| Annual return | 18.70% | 21.71%-3.0pp | 66.75%-48.1pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,362 | $3,115+136.3% | $4,527+62.6% | $4,300+71.2% |
| Admin fee / account holder | $1,955 | $4,992-60.8% | $6,165-68.3% | $6,925-71.8% |