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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 | $54,083 | $84,236-35.8% | $170,435-68.3% | $70,126-22.9% |
| Participation rate | 74.1% | 70.8%+3.2pp | 83.6%-9.5pp | 69.5%+4.5pp |
| Annual return | 14.98% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,211 | $3,086-28.3% | $4,939-55.2% | $3,332-33.6% |
| Admin fee / account holder | $1,489 | $5,698-73.9% | $13,881-89.3% | $4,645-67.9% |