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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 | $23,751 | $54,763-56.6% | $90,324-73.7% | $72,976-67.5% |
| Participation rate | 92.3% | 65.2%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 21.73% | 30.63%-8.9pp | 78.15%-56.4pp | 81.02%-59.3pp |
| Employer contribution / active EE | $4,204 | $2,093+100.8% | $2,856+47.2% | $2,440+72.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,478 | $3,973-62.8% | $5,356-72.4% | $5,124-71.1% |