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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 | $17,710 | $46,599-62.0% | $64,101-72.4% | $75,173-76.4% |
| Participation rate | 81.8% | 65.9%+15.9pp | 72.3%+9.5pp | 67.2%+14.6pp |
| Annual return | 14.03% | 26.06%-12.0pp | 33.72%-19.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,323 | $1,975-33.0% | $2,749-51.9% | $2,671-50.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $773 | $2,956-73.9% | $3,070-74.8% | $5,651-86.3% |