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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 | $16,017 | $53,128-69.9% | $86,582-81.5% | $70,126-77.2% |
| Participation rate | 87.5% | 65.3%+22.2pp | 73.5%+14.0pp | 69.5%+18.0pp |
| Annual return | 13.91% | 27.66%-13.8pp | 965.08%-951.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,780 | $2,695+40.2% | $3,609+4.7% | $3,332+13.4% |
| Admin fee / account holder | $1,497 | $3,584-58.2% | $4,904-69.5% | $4,645-67.8% |