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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 | $19,348 | $62,549-69.1% | $85,705-77.4% | $85,851-77.5% |
| Participation rate | 77.6% | 61.1%+16.5pp | 69.9%+7.8pp | 69.3%+8.3pp |
| Annual return | 13.15% | 23.77%-10.6pp | 21.49%-8.3pp | 318.63%-305.5pp |
| Employer contribution / active EE | $1,606 | $1,755-8.5% | $2,619-38.7% | $2,565-37.4% |
| Participant deferral / active EE | $2,325 | $2,802-17.0% | $3,924-40.7% | $3,952-41.2% |
| Admin fee / account holder | $1,214 | $4,644-73.9% | $6,877-82.3% | $6,261-80.6% |