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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 | $34,122 | $57,119-40.3% | $85,187-59.9% | $80,935-57.8% |
| Participation rate | 74.1% | 56.4%+17.7pp | 67.5%+6.6pp | 67.7%+6.4pp |
| Annual return | 21.96% | 21.70%+0.3pp | 66.67%-44.7pp | 35.66%-13.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,194 | $3,115+2.5% | $4,525-29.4% | $4,299-25.7% |
| Admin fee / account holder | $10,862 | $4,990+117.7% | $6,162+76.3% | $6,924+56.9% |