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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 | $22,948 | $53,774-57.3% | $134,162-82.9% | $79,852-71.3% |
| Participation rate | 73.5% | 58.8%+14.8pp | 72.2%+1.3pp | 69.6%+3.9pp |
| Annual return | 12.54% | 19.01%-6.5pp | 36.35%-23.8pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,111 | $2,420-54.1% | $3,500-68.2% | $3,740-70.3% |
| Admin fee / account holder | $4,981 | $3,985+25.0% | $6,685-25.5% | $5,306-6.1% |