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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 | $42,393 | $46,596-9.0% | $64,099-33.9% | $75,181-43.6% |
| Participation rate | 98.4% | 65.9%+32.5pp | 72.3%+26.1pp | 67.2%+31.2pp |
| Annual return | 11.69% | 26.04%-14.4pp | 33.70%-22.0pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,498 | $2,837-47.2% | $3,881-61.4% | $4,126-63.7% |
| Admin fee / account holder | $2,553 | $2,954-13.6% | $3,070-16.8% | $5,650-54.8% |