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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 | $23,794 | $43,075-44.8% | $74,577-68.1% | $62,881-62.2% |
| Participation rate | 73.0% | 58.1%+15.0pp | 68.1%+4.9pp | 69.3%+3.7pp |
| Annual return | 7.85% | 17.50%-9.7pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,610 | $2,389+9.2% | $3,458-24.5% | $3,203-18.5% |
| Admin fee / account holder | $1,275 | $2,840-55.1% | $4,138-69.2% | $4,296-70.3% |