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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 | $38,818 | $45,082-13.9% | $69,464-44.1% | $72,975-46.8% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.3pp | 69.5%+23.4pp |
| Annual return | 14.14% | 22.66%-8.5pp | 28.98%-14.8pp | 81.01%-66.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,575 | $2,604-39.5% | $3,536-55.5% | $3,608-56.3% |
| Admin fee / account holder | $397 | $3,057-87.0% | $3,840-89.7% | $5,124-92.3% |