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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 | $57,074 | $46,599+22.5% | $64,101-11.0% | $75,173-24.1% |
| Participation rate | 85.0% | 65.9%+19.1pp | 72.3%+12.7pp | 67.2%+17.8pp |
| Annual return | 12.56% | 26.06%-13.5pp | 33.72%-21.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,520 | $2,837-46.4% | $3,881-60.8% | $4,126-63.2% |
| Admin fee / account holder | $2,616 | $2,956-11.5% | $3,070-14.8% | $5,651-53.7% |