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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 | $44,626 | $81,233-45.1% | $155,567-71.3% | $80,874-44.8% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.6%+26.2pp |
| Annual return | 11.98% | 33.33%-21.3pp | 64.74%-52.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,733 | $3,101+20.4% | $4,674-20.1% | $2,756+35.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,973 | $7,998-75.3% | $15,916-87.6% | $6,935-71.6% |