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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 | $7,903 | $58,627-86.5% | $76,735-89.7% | $82,448-90.4% |
| Participation rate | 72.9% | 63.2%+9.6pp | 69.5%+3.4pp | 68.1%+4.8pp |
| Annual return | 22.02% | 39.10%-17.1pp | 29.77%-7.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,698 | $3,134-13.9% | $4,088-34.0% | $4,139-34.8% |
| Admin fee / account holder | $1,288 | $5,323-75.8% | $7,189-82.1% | $7,234-82.2% |