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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 | $26,303 | $43,730-39.9% | $121,220-78.3% | $64,173-59.0% |
| Participation rate | 88.9% | 58.3%+30.5pp | 71.8%+17.1pp | 69.6%+19.3pp |
| Annual return | 12.71% | 68.94%-56.2pp | 16.94%-4.2pp | 7.63%+5.1pp |
| Employer contribution / active EE | $1,321 | $1,297+1.9% | $4,023-67.2% | $2,381-44.5% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,437 | $3,502-59.0% | $5,021-71.4% | $4,887-70.6% |