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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 | $18,223 | $58,587-68.9% | $83,322-78.1% | $64,173-71.6% |
| Participation rate | 86.7% | 72.0%+14.6pp | 77.8%+8.9pp | 69.6%+17.1pp |
| Annual return | 0.58% | 9.65%-9.1pp | 10.64%-10.1pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,135 | $4,654-54.1% | $5,565-61.6% | $3,470-38.5% |
| Admin fee / account holder | $8,924 | $9,279-3.8% | $7,540+18.4% | $4,887+82.6% |