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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 | $20,845 | $46,877-55.5% | $122,354-83.0% | $70,126-70.3% |
| Participation rate | 92.0% | 58.2%+33.8pp | 71.6%+20.4pp | 69.5%+22.5pp |
| Annual return | 14.46% | 24.22%-9.8pp | 30.28%-15.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,537 | $2,167-29.1% | $3,287-53.2% | $3,332-53.9% |
| Admin fee / account holder | $4,796 | $3,324+44.3% | $5,479-12.5% | $4,645+3.2% |