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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 | $21,488 | $81,262-73.6% | $155,602-86.2% | $80,911-73.4% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 13.27% | 33.34%-20.1pp | 64.81%-51.5pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,971 | $3,451+15.1% | $5,629-29.5% | $4,297-7.6% |
| Admin fee / account holder | $1,329 | $7,992-83.4% | $15,923-91.7% | $6,935-80.8% |