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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 | $20,745 | $46,697-55.6% | $117,529-82.3% | $68,490-69.7% |
| Participation rate | 98.9% | 56.8%+42.1pp | 70.6%+28.3pp | 67.9%+31.0pp |
| Annual return | 19.44% | -14.52%+34.0pp | 29.77%-10.3pp | -7.85%+27.3pp |
| Employer contribution / active EE | $1,199 | $1,506-20.3% | $4,179-71.3% | $2,597-53.8% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $402 | $4,023-90.0% | $5,645-92.9% | $5,403-92.6% |