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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 | $36,873 | $76,407-51.7% | $150,298-75.5% | $82,448-55.3% |
| Participation rate | 81.8% | 66.4%+15.4pp | 77.8%+4.1pp | 68.1%+13.8pp |
| Annual return | 16.63% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,311 | $3,214+96.3% | $5,453+15.7% | $4,139+52.5% |
| Admin fee / account holder | $23,971 | $6,352+277.4% | $14,116+69.8% | $7,234+231.4% |