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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 | $26,029 | $35,183-26.0% | $73,550-64.6% | $70,126-62.9% |
| Participation rate | 94.6% | 42.9%+51.7pp | 54.9%+39.7pp | 69.5%+25.1pp |
| Annual return | 14.81% | 26.90%-12.1pp | -15.16%+30.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $893 | $709+26.0% | $1,219-26.8% | $2,343-61.9% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $499 | $2,302-78.3% | $2,320-78.5% | $4,645-89.2% |