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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 | $25,616 | $55,902-54.2% | $76,030-66.3% | $80,959-68.4% |
| Participation rate | 91.4% | 62.1%+29.4pp | 69.1%+22.4pp | 67.7%+23.8pp |
| Annual return | 11.91% | 20.59%-8.7pp | 361.54%-349.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,219 | $1,867+18.9% | $2,688-17.4% | $2,757-19.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $455 | $5,239-91.3% | $6,421-92.9% | $6,925-93.4% |