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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 | $24,288 | $32,037-24.2% | $69,182-64.9% | $62,881-61.4% |
| Participation rate | 93.7% | 43.4%+50.2pp | 55.1%+38.5pp | 69.3%+24.3pp |
| Annual return | 10.67% | 15.16%-4.5pp | -21.93%+32.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $794 | $679+16.9% | $1,206-34.2% | $2,281-65.2% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $815 | $2,608-68.8% | $2,697-69.8% | $4,296-81.0% |