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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 | $36,229 | $55,713-35.0% | $75,901-52.3% | $72,975-50.4% |
| Participation rate | 76.5% | 61.1%+15.3pp | 69.3%+7.2pp | 69.5%+7.0pp |
| Annual return | 23.56% | 27.60%-4.0pp | 30.76%-7.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,149 | $2,634-18.4% | $3,603-40.4% | $3,608-40.4% |
| Admin fee / account holder | $23,673 | $3,980+494.7% | $5,420+336.8% | $5,124+362.0% |