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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 | $21,251 | $46,596-54.4% | $64,099-66.8% | $75,181-71.7% |
| Participation rate | 79.5% | 65.9%+13.6pp | 72.3%+7.2pp | 67.2%+12.3pp |
| Annual return | 17.66% | 26.04%-8.4pp | 33.70%-16.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,323 | $2,837+17.1% | $3,881-14.4% | $4,126-19.5% |
| Admin fee / account holder | $2,568 | $2,954-13.1% | $3,070-16.4% | $5,650-54.5% |