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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 | $81,331-73.6% | $155,534-86.2% | $80,935-73.5% |
| Participation rate | 72.0% | 66.3%+5.7pp | 78.2%-6.2pp | 67.7%+4.3pp |
| Annual return | 13.27% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,971 | $3,454+15.0% | $5,630-29.5% | $4,299-7.6% |
| Admin fee / account holder | $1,329 | $7,999-83.4% | $15,900-91.6% | $6,924-80.8% |