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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 | $47,561 | $78,707-39.6% | $117,861-59.6% | $70,126-32.2% |
| Participation rate | 74.5% | 73.2%+1.3pp | 79.7%-5.2pp | 69.5%+5.0pp |
| Annual return | 13.29% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,704 | $3,297-48.3% | $4,482-62.0% | $3,332-48.9% |
| Admin fee / account holder | $4,185 | $5,066-17.4% | $8,021-47.8% | $4,645-9.9% |