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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 | $41,612 | $68,880-39.6% | $120,580-65.5% | $80,959-48.6% |
| Participation rate | 98.0% | 61.7%+36.3pp | 72.0%+26.0pp | 67.7%+30.3pp |
| Annual return | 15.04% | 23.68%-8.6pp | 107.48%-92.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,232 | $2,066-40.4% | $3,469-64.5% | $2,757-55.3% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $630 | $5,785-89.1% | $9,418-93.3% | $6,925-90.9% |