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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 | $41,880 | $67,411-37.9% | $91,004-54.0% | $70,126-40.3% |
| Participation rate | 78.6% | 71.4%+7.2pp | 75.6%+3.0pp | 69.5%+9.0pp |
| Annual return | 20.56% | -40.16%+60.7pp | 4.60%+16.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,518 | $2,823-46.2% | $3,548-57.2% | $3,332-54.5% |
| Admin fee / account holder | $1,818 | $4,236-57.1% | $5,417-66.4% | $4,645-60.9% |