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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 | $21,028 | $45,050-53.3% | $63,018-66.6% | $70,126-70.0% |
| Participation rate | 92.9% | 69.5%+23.3pp | 74.8%+18.1pp | 69.5%+23.3pp |
| Annual return | 12.59% | 18.76%-6.2pp | 87.62%-75.0pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,395 | $2,052-32.0% | $2,761-49.5% | $2,343-40.4% |
| Participant deferral / active EE | $1,386 | $2,466-43.8% | $3,330-58.4% | $3,332-58.4% |
| Admin fee / account holder | $1,642 | $2,834-42.0% | $3,601-54.4% | $4,645-64.6% |