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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 | $28,856 | $32,037-9.9% | $69,182-58.3% | $62,881-54.1% |
| Participation rate | 97.0% | 43.4%+53.5pp | 55.1%+41.9pp | 69.3%+27.7pp |
| Annual return | 8.96% | 15.16%-6.2pp | -21.93%+30.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,907 | $679+180.8% | $1,206+58.1% | $2,281-16.4% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $601 | $2,608-76.9% | $2,697-77.7% | $4,296-86.0% |