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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 | $58,627-41.2% | $76,735-55.1% | $82,448-58.2% |
| Participation rate | 78.6% | 63.2%+15.4pp | 69.5%+9.1pp | 68.1%+10.5pp |
| Annual return | 13.29% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,502 | $1,729+44.7% | $2,454+2.0% | $2,551-1.9% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,132 | $5,323+15.2% | $7,189-14.7% | $7,234-15.2% |