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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 | $45,351 | $46,534-2.5% | $64,097-29.2% | $75,177-39.7% |
| Participation rate | 80.5% | 65.9%+14.5pp | 72.3%+8.2pp | 67.2%+13.3pp |
| Annual return | 13.10% | 26.07%-13.0pp | 33.75%-20.7pp | 160.75%-147.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,897 | $2,835+2.2% | $3,881-25.3% | $4,126-29.8% |
| Admin fee / account holder | $572 | $2,957-80.7% | $3,070-81.4% | $5,651-89.9% |