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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 | $67,103 | $62,592+7.2% | $85,693-21.7% | $85,856-21.8% |
| Participation rate | 76.9% | 61.1%+15.8pp | 69.9%+7.1pp | 69.3%+7.6pp |
| Annual return | 18.30% | 23.77%-5.5pp | 21.49%-3.2pp | 318.58%-300.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,610 | $2,802-6.9% | $3,923-33.5% | $3,952-34.0% |
| Admin fee / account holder | $359 | $4,643-92.3% | $6,874-94.8% | $6,261-94.3% |