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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 | $15,553 | $46,596-66.6% | $64,099-75.7% | $75,181-79.3% |
| Participation rate | 84.0% | 65.9%+18.1pp | 72.3%+11.7pp | 67.2%+16.8pp |
| Annual return | 16.86% | 26.04%-9.2pp | 33.70%-16.8pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,943 | $1,975-1.6% | $2,748-29.3% | $2,671-27.2% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,959 | $2,954-33.7% | $3,070-36.2% | $5,650-65.3% |