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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 | $42,912 | $45,050-4.7% | $63,018-31.9% | $70,126-38.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.78% | 18.76%-5.0pp | 87.62%-73.8pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,718 | $2,466+91.3% | $3,330+41.7% | $3,332+41.6% |
| Admin fee / account holder | $1,214 | $2,834-57.2% | $3,601-66.3% | $4,645-73.9% |