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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 | $31,657 | $55,902-43.4% | $76,030-58.4% | $80,959-60.9% |
| Participation rate | 88.3% | 62.1%+26.3pp | 69.1%+19.3pp | 67.7%+20.7pp |
| Annual return | 12.27% | 20.59%-8.3pp | 361.54%-349.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,374 | $3,051+43.4% | $4,257+2.7% | $4,300+1.7% |
| Admin fee / account holder | $2,557 | $5,239-51.2% | $6,421-60.2% | $6,925-63.1% |