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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 | $42,692 | $50,554-15.6% | $67,681-36.9% | $87,485-51.2% |
| Participation rate | 84.1% | 67.7%+16.4pp | 73.7%+10.4pp | 68.9%+15.2pp |
| Annual return | 15.64% | 17.81%-2.2pp | 590.58%-574.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,888 | $1,988-5.1% | $2,678-29.5% | $2,596-27.3% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,882 | $4,132-54.5% | $6,100-69.1% | $7,775-75.8% |