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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 | $19,971 | $45,050-55.7% | $63,018-68.3% | $70,126-71.5% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 18.79% | 18.76%0pp | 87.62%-68.8pp | 73.15%-54.4pp |
| Employer contribution / active EE | $504 | $2,052-75.4% | $2,761-81.7% | $2,343-78.5% |
| Participant deferral / active EE | $2,880 | $2,466+16.8% | $3,330-13.5% | $3,332-13.6% |
| Admin fee / account holder | $1,228 | $2,834-56.7% | $3,601-65.9% | $4,645-73.6% |