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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 | $25,641 | $84,236-69.6% | $170,435-85.0% | $70,126-63.4% |
| Participation rate | 76.0% | 70.8%+5.2pp | 83.6%-7.6pp | 69.5%+6.5pp |
| Annual return | 15.79% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,084 | $3,086-32.5% | $4,939-57.8% | $3,332-37.4% |
| Admin fee / account holder | $310 | $5,698-94.6% | $13,881-97.8% | $4,645-93.3% |