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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 | $65,908 | $46,599+41.4% | $64,101+2.8% | $75,173-12.3% |
| Participation rate | 90.0% | 65.9%+24.1pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 15.74% | 26.06%-10.3pp | 33.72%-18.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,669 | $2,837+99.8% | $3,881+46.1% | $4,126+37.4% |
| Admin fee / account holder | $1,178 | $2,956-60.1% | $3,070-61.6% | $5,651-79.1% |