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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 | $41,815 | $45,050-7.2% | $63,018-33.6% | $70,126-40.4% |
| Participation rate | 77.0% | 69.5%+7.5pp | 74.8%+2.2pp | 69.5%+7.5pp |
| Annual return | 12.62% | 18.76%-6.1pp | 87.62%-75.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $854 | $2,466-65.4% | $3,330-74.4% | $3,332-74.4% |
| Admin fee / account holder | $1,686 | $2,834-40.5% | $3,601-53.2% | $4,645-63.7% |