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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 | $16,724 | $42,917-61.0% | $60,899-72.5% | $68,495-75.6% |
| Participation rate | 95.7% | 66.8%+29.0pp | 73.1%+22.6pp | 67.9%+27.9pp |
| Annual return | 4.75% | -13.99%+18.7pp | 16.92%-12.2pp | -7.84%+12.6pp |
| Employer contribution / active EE | $2,608 | $1,979+31.8% | $2,702-3.5% | $2,596+0.4% |
| Participant deferral / active EE | $6,102 | $2,867+112.8% | $3,817+59.8% | $4,028+51.5% |
| Admin fee / account holder | $475 | $3,102-84.7% | $3,225-85.3% | $5,403-91.2% |