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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 | $21,546 | $66,275-67.5% | $163,379-86.8% | $64,097-66.4% |
| Participation rate | 78.8% | 54.1%+24.8pp | 76.8%+2.0pp | 55.2%+23.6pp |
| Annual return | 16.38% | 32.72%-16.3pp | 63.41%-47.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $0 | $1,521-100.0% | $3,752-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,844 | $3,126-9.0% | $6,282-54.7% | $3,080-7.7% |
| Admin fee / account holder | $2,388 | $4,569-47.7% | $9,818-75.7% | $3,454-30.9% |