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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 | $26,262 | $78,670-66.6% | $109,173-75.9% | $85,847-69.4% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 11.90% | 25.09%-13.2pp | 25.75%-13.9pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,517 | $3,467+30.3% | $4,654-2.9% | $3,952+14.3% |
| Admin fee / account holder | $4,155 | $5,469-24.0% | $6,755-38.5% | $6,261-33.6% |