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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 | $42,116 | $53,837-21.8% | $75,717-44.4% | $85,856-50.9% |
| Participation rate | 93.5% | 69.1%+24.5pp | 74.8%+18.7pp | 69.3%+24.2pp |
| Annual return | 12.60% | 24.54%-11.9pp | 104.58%-92.0pp | 318.58%-306.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,282 | $2,895-55.7% | $3,821-66.4% | $3,952-67.6% |
| Admin fee / account holder | $11,657 | $3,341+248.9% | $3,619+222.1% | $6,261+86.2% |