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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 | $27,994 | $60,442-53.7% | $96,754-71.1% | $87,485-68.0% |
| Participation rate | 84.6% | 58.7%+25.9pp | 70.3%+14.3pp | 68.9%+15.7pp |
| Annual return | 13.51% | 21.97%-8.5pp | 82.04%-68.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,287 | $3,280+0.2% | $4,758-30.9% | $4,274-23.1% |
| Admin fee / account holder | $3,603 | $5,069-28.9% | $8,905-59.5% | $7,775-53.7% |