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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 | $20,638 | $46,534-55.7% | $64,097-67.8% | $75,177-72.5% |
| Participation rate | 98.1% | 65.9%+32.2pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 12.81% | 26.07%-13.3pp | 33.75%-20.9pp | 160.75%-147.9pp |
| Employer contribution / active EE | $1,930 | $1,976-2.3% | $2,750-29.8% | $2,671-27.7% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $849 | $2,957-71.3% | $3,070-72.3% | $5,651-85.0% |