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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 | $34,462 | $69,444-50.4% | $92,985-62.9% | $87,485-60.6% |
| Participation rate | 78.6% | 63.3%+15.3pp | 69.5%+9.1pp | 68.9%+9.6pp |
| Annual return | 13.29% | 23.85%-10.6pp | 27.99%-14.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,502 | $1,917+30.5% | $2,662-6.0% | $2,596-3.6% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,132 | $6,137-0.1% | $9,463-35.2% | $7,775-21.1% |