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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 | $20,842 | $91,167-77.1% | $178,498-88.3% | $79,858-73.9% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 12.52% | 24.19%-11.7pp | 151.09%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,586 | $3,255-51.3% | $5,011-68.4% | $2,471-35.8% |
| Participant deferral / active EE | $898 | $3,236-72.2% | $5,202-82.7% | $3,740-76.0% |
| Admin fee / account holder | $865 | $6,747-87.2% | $13,985-93.8% | $5,306-83.7% |