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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 | $78,690-53.1% | $161,489-77.2% | $87,485-57.9% |
| Participation rate | 81.8% | 67.5%+14.4pp | 78.7%+3.1pp | 68.9%+12.9pp |
| Annual return | 16.63% | 32.74%-16.1pp | 89.72%-73.1pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,311 | $3,311+90.6% | $5,630+12.1% | $4,274+47.7% |
| Admin fee / account holder | $23,971 | $6,724+256.5% | $16,006+49.8% | $7,775+208.3% |