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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 | $25,843 | $56,054-53.9% | $171,082-84.9% | $62,881-58.9% |
| Participation rate | 78.2% | 62.9%+15.3pp | 76.7%+1.5pp | 69.3%+8.9pp |
| Annual return | 7.39% | 22.52%-15.1pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,648 | $3,158-47.8% | $4,797-65.6% | $3,203-48.5% |
| Admin fee / account holder | $1,375 | $3,647-62.3% | $8,520-83.9% | $4,296-68.0% |