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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 | $17,481 | $73,839-76.3% | $143,788-87.8% | $68,495-74.5% |
| Participation rate | 95.1% | 66.7%+28.4pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | 15.61% | 1.01%+14.6pp | -0.03%+15.6pp | -7.84%+23.5pp |
| Employer contribution / active EE | $2,913 | $3,184-8.5% | $4,952-41.2% | $2,596+12.2% |
| Participant deferral / active EE | $1,334 | $3,384-60.6% | $5,638-76.3% | $4,028-66.9% |
| Admin fee / account holder | $1,109 | $5,755-80.7% | $14,675-92.4% | $5,403-79.5% |