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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 | $27,017 | $51,638-47.7% | $68,368-60.5% | $82,448-67.2% |
| Participation rate | 83.0% | 63.6%+19.4pp | 73.8%+9.3pp | 68.1%+15.0pp |
| Annual return | 18.05% | 37.53%-19.5pp | 292.57%-274.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,181 | $2,914+43.5% | $4,123+1.4% | $4,139+1.0% |
| Admin fee / account holder | $979 | $4,643-78.9% | $5,150-81.0% | $7,234-86.5% |