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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 | $23,918 | $48,078-50.3% | $78,676-69.6% | $62,881-62.0% |
| Participation rate | 87.0% | 65.2%+21.8pp | 73.6%+13.5pp | 69.3%+17.7pp |
| Annual return | 7.31% | 31.36%-24.0pp | 62.19%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $400 | $2,015-80.1% | $2,850-85.9% | $2,281-82.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,328 | $3,206-27.4% | $4,510-48.4% | $4,296-45.8% |