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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 | $48,958 | $64,311-23.9% | $57,356-14.6% | $125,389-61.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 83.2%+6.8pp |
| Annual return | 1.86% | 25.14%-23.3pp | 24.41%-22.5pp | 282.24%-280.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,068 | $3,846-72.2% | $3,162-66.2% | $5,352-80.0% |
| Admin fee / account holder | $3,805 | $5,243-27.4% | $3,357+13.3% | $9,541-60.1% |