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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 | $24,108 | $65,364-63.1% | $92,909-74.1% | $72,975-67.0% |
| Participation rate | 80.3% | 68.3%+12.0pp | 76.0%+4.3pp | 69.5%+10.8pp |
| Annual return | 19.66% | 42.11%-22.4pp | 109.44%-89.8pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,408 | $2,594-45.7% | $3,653-61.4% | $2,440-42.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $976 | $4,251-77.0% | $5,795-83.2% | $5,124-81.0% |