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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 | $19,624 | $79,449-75.3% | $189,558-89.6% | $85,856-77.1% |
| Participation rate | 97.1% | 66.0%+31.2pp | 78.5%+18.7pp | 69.3%+27.8pp |
| Annual return | 15.65% | 18.45%-2.8pp | 64.19%-48.5pp | 318.58%-302.9pp |
| Employer contribution / active EE | $738 | $2,081-64.5% | $4,412-83.3% | $2,565-71.2% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,419 | $5,377-73.6% | $9,809-85.5% | $6,261-77.3% |