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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 | $46,180 | $46,534-0.8% | $64,097-28.0% | $75,177-38.6% |
| Participation rate | 84.0% | 65.9%+18.1pp | 72.3%+11.7pp | 67.2%+16.8pp |
| Annual return | 16.72% | 26.07%-9.4pp | 33.75%-17.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,726 | $2,835+102.0% | $3,881+47.5% | $4,126+38.8% |
| Admin fee / account holder | $3,473 | $2,957+17.5% | $3,070+13.2% | $5,651-38.5% |