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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 | $24,725 | $48,078-48.6% | $78,676-68.6% | $62,881-60.7% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.6%+15.3pp | 69.3%+19.6pp |
| Annual return | 6.17% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,679 | $2,587-35.1% | $3,517-52.3% | $3,203-47.6% |
| Admin fee / account holder | $1,218 | $3,206-62.0% | $4,510-73.0% | $4,296-71.6% |