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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 | $20,428 | $84,236-75.7% | $170,435-88.0% | $70,126-70.9% |
| Participation rate | 72.1% | 70.8%+1.3pp | 83.6%-11.5pp | 69.5%+2.6pp |
| Annual return | 13.20% | 23.06%-9.9pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $980 | $3,086-68.2% | $4,939-80.2% | $3,332-70.6% |
| Admin fee / account holder | $2,930 | $5,698-48.6% | $13,881-78.9% | $4,645-36.9% |