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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 | $41,844 | $115,931-63.9% | $185,441-77.4% | $86,983-51.9% |
| Participation rate | 78.4% | 73.6%+4.8pp | 80.3%-1.8pp | 69.5%+8.9pp |
| Annual return | 11.86% | 21.47%-9.6pp | 20.16%-8.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $980 | $2,937-66.6% | $4,672-79.0% | $2,584-62.1% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,007 | $10,687-81.2% | $17,890-88.8% | $7,856-74.4% |