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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 | $18,336 | $46,599-60.7% | $64,101-71.4% | $75,173-75.6% |
| Participation rate | 75.0% | 65.9%+9.1pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 22.47% | 26.06%-3.6pp | 33.72%-11.2pp | 160.72%-138.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,196 | $2,837+83.2% | $3,881+33.9% | $4,126+25.9% |
| Admin fee / account holder | $3,501 | $2,956+18.5% | $3,070+14.0% | $5,651-38.0% |