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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 | $10,696 | $76,407-86.0% | $150,298-92.9% | $82,448-87.0% |
| Participation rate | 90.4% | 66.4%+24.0pp | 77.8%+12.6pp | 68.1%+22.3pp |
| Annual return | 14.76% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,731 | $3,214-46.1% | $5,453-68.3% | $4,139-58.2% |
| Admin fee / account holder | $722 | $6,352-88.6% | $14,116-94.9% | $7,234-90.0% |