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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 | $76,880 | $71,230+7.9% | $93,727-18.0% | $80,959-5.0% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.7%+9.5pp |
| Annual return | 10.82% | 11.26%-0.4pp | 133.83%-123.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,875 | $4,037-4.0% | $4,417-12.3% | $4,300-9.9% |
| Admin fee / account holder | $37,242 | $6,961+435.0% | $8,292+349.2% | $6,925+437.8% |