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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 | $45,041-7.2% | $63,003-33.6% | $70,131-40.4% |
| Participation rate | 77.0% | 69.5%+7.5pp | 74.8%+2.2pp | 69.5%+7.5pp |
| Annual return | 12.62% | 18.76%-6.1pp | 87.59%-75.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $854 | $2,465-65.4% | $3,329-74.4% | $3,332-74.4% |
| Admin fee / account holder | $1,686 | $2,836-40.5% | $3,600-53.2% | $4,645-63.7% |