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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 | $28,275 | $46,534-39.2% | $64,097-55.9% | $75,177-62.4% |
| Participation rate | 77.8% | 65.9%+11.8pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 13.40% | 26.07%-12.7pp | 33.75%-20.3pp | 160.75%-147.4pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,494 | $2,835+23.3% | $3,881-10.0% | $4,126-15.3% |
| Admin fee / account holder | $732 | $2,957-75.2% | $3,070-76.1% | $5,651-87.0% |