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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 | $15,895 | $53,128-70.1% | $86,582-81.6% | $70,126-77.3% |
| Participation rate | 76.0% | 65.3%+10.7pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 12.50% | 27.66%-15.2pp | 965.08%-952.6pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,402 | $2,695-48.0% | $3,609-61.1% | $3,332-57.9% |
| Admin fee / account holder | $463 | $3,584-87.1% | $4,904-90.6% | $4,645-90.0% |