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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 | $17,551 | $35,183-50.1% | $73,550-76.1% | $70,126-75.0% |
| Participation rate | 78.8% | 42.9%+35.9pp | 54.9%+23.9pp | 69.5%+9.3pp |
| Annual return | 21.96% | 26.90%-4.9pp | -15.16%+37.1pp | 73.15%-51.2pp |
| Employer contribution / active EE | $699 | $709-1.4% | $1,219-42.7% | $2,343-70.2% |
| Participant deferral / active EE | $1,519 | $1,220+24.6% | $1,804-15.8% | $3,332-54.4% |
| Admin fee / account holder | $319 | $2,302-86.2% | $2,320-86.3% | $4,645-93.1% |