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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 | $17,264 | $76,407-77.4% | $150,298-88.5% | $82,448-79.1% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 16.43% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $318 | $2,614-87.8% | $4,154-92.3% | $2,551-87.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,447 | $6,352-77.2% | $14,116-89.7% | $7,234-80.0% |