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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 | $20,889 | $57,140-63.4% | $85,240-75.5% | $80,959-74.2% |
| Participation rate | 98.9% | 56.4%+42.5pp | 67.5%+31.4pp | 67.7%+31.3pp |
| Annual return | 12.35% | 21.71%-9.4pp | 66.75%-54.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,229 | $1,802-31.8% | $2,735-55.1% | $2,757-55.4% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,552 | $4,992-68.9% | $6,165-74.8% | $6,925-77.6% |