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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 | $36,276 | $72,486-50.0% | $87,103-58.4% | $72,976-50.3% |
| Participation rate | 78.7% | 72.8%+5.9pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 18.98% | 24.46%-5.5pp | 28.19%-9.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,982 | $3,270-39.4% | $4,049-51.0% | $3,608-45.1% |
| Admin fee / account holder | $1,031 | $5,055-79.6% | $7,491-86.2% | $5,124-79.9% |