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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 | $23,618 | $45,087-47.6% | $69,483-66.0% | $72,976-67.6% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 17.99% | 22.67%-4.7pp | 28.99%-11.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $2,819 | $2,055+37.2% | $2,780+1.4% | $2,440+15.5% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,652 | $3,057+117.6% | $3,841+73.2% | $5,124+29.8% |