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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 | $43,857 | $86,050-49.0% | $189,758-76.9% | $94,015-53.4% |
| Participation rate | 76.7% | 68.9%+7.8pp | 79.8%-3.1pp | 70.8%+5.9pp |
| Annual return | 14.38% | 17.77%-3.4pp | 52.62%-38.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,003 | $3,349-10.3% | $5,856-48.7% | $4,249-29.3% |
| Admin fee / account holder | $857 | $6,627-87.1% | $20,388-95.8% | $8,951-90.4% |