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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 | $17,267 | $59,839-71.1% | $81,988-78.9% | $79,858-78.4% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.3%+18.2pp | 69.6%+17.9pp |
| Annual return | 16.13% | 17.56%-1.4pp | 41.31%-25.2pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,618 | $2,695-40.0% | $3,722-56.5% | $3,740-56.7% |
| Admin fee / account holder | $2,377 | $4,287-44.5% | $5,665-58.0% | $5,306-55.2% |