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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 | $31,331 | $78,423-60.0% | $95,964-67.4% | $79,856-60.8% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 13.88% | 19.37%-5.5pp | 91.64%-77.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,519 | $3,440+31.4% | $4,167+8.5% | $3,741+20.8% |
| Admin fee / account holder | $4,986 | $5,622-11.3% | $6,797-26.7% | $5,306-6.0% |