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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 | $25,438 | $65,034-60.9% | $90,970-72.0% | $79,856-68.1% |
| Participation rate | 82.9% | 61.6%+21.2pp | 69.0%+13.8pp | 69.6%+13.2pp |
| Annual return | 12.10% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,801 | $2,512-28.3% | $3,373-46.6% | $3,741-51.9% |
| Admin fee / account holder | $4,770 | $4,536+5.2% | $5,961-20.0% | $5,306-10.1% |