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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 | $21,860 | $45,082-51.5% | $69,464-68.5% | $72,975-70.0% |
| Participation rate | 98.7% | 68.5%+30.2pp | 74.6%+24.1pp | 69.5%+29.2pp |
| Annual return | 17.92% | 22.66%-4.7pp | 28.98%-11.1pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,578 | $2,604-39.4% | $3,536-55.4% | $3,608-56.3% |
| Admin fee / account holder | $9,214 | $3,057+201.4% | $3,840+139.9% | $5,124+79.8% |