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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 | $23,450 | $32,037-26.8% | $69,182-66.1% | $62,881-62.7% |
| Participation rate | 98.0% | 43.4%+54.5pp | 55.1%+42.8pp | 69.3%+28.7pp |
| Annual return | 6.12% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,041 | $679+200.5% | $1,206+69.2% | $2,281-10.5% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,089 | $2,608-19.9% | $2,697-22.5% | $4,296-51.4% |