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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 | $43,621 | $47,944-9.0% | $67,834-35.7% | $62,881-30.6% |
| Participation rate | 86.0% | 61.1%+25.0pp | 68.8%+17.2pp | 69.3%+16.7pp |
| Annual return | 5.07% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,882 | $2,247-16.2% | $3,160-40.4% | $3,203-41.2% |
| Admin fee / account holder | $3,837 | $3,712+3.4% | $4,622-17.0% | $4,296-10.7% |