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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 | $25,519 | $70,418-63.8% | $96,570-73.6% | $85,847-70.3% |
| Participation rate | 74.4% | 61.8%+12.5pp | 69.8%+4.5pp | 69.3%+5.0pp |
| Annual return | 11.59% | 18.59%-7.0pp | 37.79%-26.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $487 | $1,413-65.6% | $2,357-79.4% | $2,565-81.0% |
| Participant deferral / active EE | $1,878 | $2,894-35.1% | $3,849-51.2% | $3,952-52.5% |
| Admin fee / account holder | $2,132 | $4,995-57.3% | $6,182-65.5% | $6,261-65.9% |