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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 | $18,845 | $57,350-67.1% | $83,850-77.5% | $64,181-70.6% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | 5.75% | 11.38%-5.6pp | 850.92%-845.2pp | 7.63%-1.9pp |
| Employer contribution / active EE | $2,143 | $2,545-15.8% | $3,631-41.0% | $2,381-10.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,273 | $4,046-68.5% | $5,478-76.8% | $4,887-74.0% |