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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 | $23,689 | $64,359-63.2% | $90,161-73.7% | $70,126-66.2% |
| Participation rate | 88.0% | 70.4%+17.6pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 19.68% | 28.13%-8.5pp | 34.89%-15.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,406 | $4,389+45.9% | $5,287+21.1% | $3,332+92.3% |
| Admin fee / account holder | $8,644 | $3,945+119.1% | $5,943+45.4% | $4,645+86.1% |