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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 | $25,240 | $56,287-55.2% | $80,977-68.8% | $62,881-59.9% |
| Participation rate | 71.9% | 68.9%+2.9pp | 75.8%-3.9pp | 69.3%+2.6pp |
| Annual return | 52.73% | 22.13%+30.6pp | 17.11%+35.6pp | 20.14%+32.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,879 | $4,196+40.1% | $5,696+3.2% | $3,203+83.6% |
| Admin fee / account holder | $1,833 | $3,742-51.0% | $5,517-66.8% | $4,296-57.3% |