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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 | $62,494 | $78,428-20.3% | $95,960-34.9% | $79,852-21.7% |
| Participation rate | 70.5% | 73.5%-3.0pp | 77.1%-6.6pp | 69.6%+0.8pp |
| Annual return | 12.57% | 19.37%-6.8pp | 91.63%-79.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,748 | $3,440-20.1% | $4,167-34.0% | $3,740-26.5% |
| Admin fee / account holder | $7,234 | $5,622+28.7% | $6,797+6.4% | $5,306+36.3% |