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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 | $22,980 | $46,596-50.7% | $64,085-64.1% | $75,173-69.4% |
| Participation rate | 73.5% | 65.9%+7.6pp | 72.3%+1.2pp | 67.2%+6.3pp |
| Annual return | 12.03% | 26.04%-14.0pp | 33.69%-21.7pp | 160.65%-148.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,502 | $2,839+93.8% | $3,881+41.8% | $4,126+33.4% |
| Admin fee / account holder | $2,381 | $2,954-19.4% | $3,069-22.4% | $5,651-57.9% |