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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 | $28,621 | $53,774-46.8% | $134,162-78.7% | $79,856-64.2% |
| Participation rate | 81.4% | 58.8%+22.6pp | 72.2%+9.2pp | 69.6%+11.8pp |
| Annual return | 16.64% | 19.01%-2.4pp | 36.35%-19.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,663 | $2,420-31.3% | $3,500-52.5% | $3,741-55.5% |
| Admin fee / account holder | $1,895 | $3,985-52.4% | $6,685-71.7% | $5,306-64.3% |