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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 | $25,400 | $46,596-45.5% | $64,099-60.4% | $75,181-66.2% |
| Participation rate | 98.4% | 65.9%+32.5pp | 72.3%+26.1pp | 67.2%+31.2pp |
| Annual return | 11.85% | 26.04%-14.2pp | 33.70%-21.8pp | 160.69%-148.8pp |
| Employer contribution / active EE | $2,685 | $1,975+36.0% | $2,748-2.3% | $2,671+0.6% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $403 | $2,954-86.4% | $3,070-86.9% | $5,650-92.9% |