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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 | $23,497 | $69,518-66.2% | $59,883-60.8% | $135,377-82.6% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.7%+20.0pp | 82.6%+12.1pp |
| Annual return | 8.66% | 7.95%+0.7pp | 3.46%+5.2pp | 519.75%-511.1pp |
| Employer contribution / active EE | $1,933 | $3,235-40.2% | $2,722-29.0% | $4,779-59.5% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,429 | $5,734-57.6% | $3,591-32.4% | $10,828-77.6% |