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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 | $10,300 | $46,534-77.9% | $64,097-83.9% | $75,177-86.3% |
| Participation rate | 90.0% | 65.9%+24.1pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 14.09% | 26.07%-12.0pp | 33.75%-19.7pp | 160.75%-146.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,989 | $2,835-29.8% | $3,881-48.8% | $4,126-51.8% |
| Admin fee / account holder | $1,411 | $2,957-52.3% | $3,070-54.0% | $5,651-75.0% |