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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 | $27,409 | $91,198-69.9% | $178,503-84.6% | $79,856-65.7% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 15.79% | 24.20%-8.4pp | 151.12%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,458 | $3,237-24.1% | $5,202-52.8% | $3,741-34.3% |
| Admin fee / account holder | $13,217 | $6,748+95.9% | $13,987-5.5% | $5,306+149.1% |