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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 | $12,884 | $57,073-77.4% | $85,126-84.9% | $80,925-84.1% |
| Participation rate | 72.4% | 56.4%+16.0pp | 67.5%+4.9pp | 67.7%+4.8pp |
| Annual return | 10.79% | 21.69%-10.9pp | 66.63%-55.8pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,628 | $3,113+16.5% | $4,523-19.8% | $4,299-15.6% |
| Admin fee / account holder | $936 | $4,988-81.2% | $6,160-84.8% | $6,940-86.5% |