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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 | $12,817 | $45,079-71.6% | $69,461-81.5% | $72,986-82.4% |
| Participation rate | 81.5% | 68.5%+13.0pp | 74.6%+6.9pp | 69.5%+12.0pp |
| Annual return | 7.44% | 22.65%-15.2pp | 28.97%-21.5pp | 81.01%-73.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,618 | $2,603+39.0% | $3,536+2.3% | $3,607+0.3% |
| Admin fee / account holder | $1,557 | $3,056-49.1% | $3,840-59.5% | $5,124-69.6% |