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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 | $13,248 | $54,757-75.8% | $90,300-85.3% | $72,983-81.8% |
| Participation rate | 87.9% | 65.1%+22.7pp | 73.3%+14.6pp | 69.5%+18.4pp |
| Annual return | 20.76% | 30.63%-9.9pp | 78.11%-57.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $834 | $2,092-60.1% | $2,854-70.8% | $2,440-65.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $666 | $3,972-83.2% | $5,353-87.6% | $5,124-87.0% |