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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 | $19,705 | $47,848-58.8% | $81,473-75.8% | $70,126-71.9% |
| Participation rate | 96.2% | 58.3%+37.9pp | 68.0%+28.2pp | 69.5%+26.6pp |
| Annual return | 13.69% | 27.25%-13.6pp | 38.78%-25.1pp | 73.15%-59.5pp |
| Employer contribution / active EE | $4,975 | $1,527+225.8% | $2,568+93.7% | $2,343+112.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,176 | $3,145+1.0% | $4,561-30.4% | $4,645-31.6% |