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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 | $40,623 | $51,638-21.3% | $68,368-40.6% | $82,448-50.7% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 14.70% | 37.53%-22.8pp | 292.57%-277.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,257 | $2,914+114.8% | $4,123+51.8% | $4,139+51.2% |
| Admin fee / account holder | $2,402 | $4,643-48.3% | $5,150-53.4% | $7,234-66.8% |