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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 | $43,275 | $69,977-38.2% | $108,582-60.1% | $62,881-31.2% |
| Participation rate | 71.7% | 72.9%-1.2pp | 79.6%-7.9pp | 69.3%+2.4pp |
| Annual return | 8.20% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,695 | $3,165-46.5% | $4,311-60.7% | $3,203-47.1% |
| Admin fee / account holder | $14,811 | $5,076+191.8% | $7,645+93.7% | $4,296+244.8% |