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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 | $20,815 | $46,534-55.3% | $64,097-67.5% | $75,177-72.3% |
| Participation rate | 94.4% | 65.9%+28.5pp | 72.3%+22.1pp | 67.2%+27.2pp |
| Annual return | 12.53% | 26.07%-13.5pp | 33.75%-21.2pp | 160.75%-148.2pp |
| Employer contribution / active EE | $2,147 | $1,976+8.7% | $2,750-21.9% | $2,671-19.6% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $527 | $2,957-82.2% | $3,070-82.8% | $5,651-90.7% |