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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 | $41,341 | $74,535-44.5% | $100,712-59.0% | $82,637-50.0% |
| Participation rate | 87.7% | 61.2%+26.5pp | 69.3%+18.4pp | 68.1%+19.6pp |
| Annual return | 14.64% | 18.92%-4.3pp | 33.27%-18.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,225 | $3,074-27.6% | $4,085-45.5% | $4,126-46.1% |
| Admin fee / account holder | $5,277 | $6,576-19.8% | $9,256-43.0% | $7,339-28.1% |