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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 | $40,081 | $49,239-18.6% | $70,462-43.1% | $79,858-49.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 12.27% | 30.08%-17.8pp | 109.08%-96.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,414 | $2,769-48.9% | $3,710-61.9% | $3,740-62.2% |
| Admin fee / account holder | $6,871 | $2,876+138.9% | $3,845+78.7% | $5,306+29.5% |