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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 | $54,825 | $123,155-55.5% | $108,753-49.6% | $155,188-64.7% |
| Participation rate | 76.2% | 75.6%+0.6pp | 71.1%+5.1pp | 80.8%-4.6pp |
| Annual return | 7.10% | 44.73%-37.6pp | 37.47%-30.4pp | 148.84%-141.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,550 | $4,623-66.5% | $4,115-62.3% | $6,531-76.3% |
| Admin fee / account holder | $3,324 | $12,126-72.6% | $10,320-67.8% | $14,480-77.0% |