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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 | $76,407-42.6% | $150,298-70.8% | $82,448-46.8% |
| Participation rate | 76.7% | 66.4%+10.3pp | 77.8%-1.0pp | 68.1%+8.7pp |
| Annual return | 14.38% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,003 | $3,214-6.6% | $5,453-44.9% | $4,139-27.5% |
| Admin fee / account holder | $857 | $6,352-86.5% | $14,116-93.9% | $7,234-88.2% |