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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 | $28,214 | $152,394-81.5% | $124,067-77.3% | $155,188-81.8% |
| Participation rate | 71.4% | 68.8%+2.6pp | 66.9%+4.5pp | 80.8%-9.4pp |
| Annual return | 3.41% | 34.93%-31.5pp | 31.06%-27.6pp | 148.84%-145.4pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $435 | $3,823-88.6% | $3,463-87.4% | $6,531-93.3% |
| Admin fee / account holder | $4,291 | $6,949-38.2% | $7,351-41.6% | $14,480-70.4% |