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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 | $42,699 | $80,992-47.3% | $96,534-55.8% | $75,173-43.2% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 16.73% | 27.05%-10.3pp | 25.88%-9.1pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,046 | $3,929-47.9% | $4,851-57.8% | $4,126-50.4% |
| Admin fee / account holder | $571 | $6,717-91.5% | $8,253-93.1% | $5,651-89.9% |