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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 | $29,974 | $46,877-36.1% | $122,354-75.5% | $70,124-57.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.12% | 24.22%-11.1pp | 30.28%-17.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,067 | $2,167+41.5% | $3,287-6.7% | $3,332-8.0% |
| Admin fee / account holder | $2,715 | $3,324-18.3% | $5,479-50.5% | $4,645-41.6% |