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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 | $23,190 | $56,116-58.7% | $135,768-82.9% | $86,983-73.3% |
| Participation rate | 92.9% | 60.1%+32.7pp | 71.1%+21.8pp | 69.5%+23.3pp |
| Annual return | 17.50% | 125.33%-107.8pp | 526.10%-508.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,388 | $2,690+26.0% | $3,977-14.8% | $4,194-19.2% |
| Admin fee / account holder | $1,049 | $4,314-75.7% | $7,048-85.1% | $7,856-86.6% |