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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 | $81,358-45.1% | $155,556-71.3% | $80,959-44.9% |
| Participation rate | 93.9% | 66.3%+27.6pp | 78.2%+15.7pp | 67.7%+26.2pp |
| Annual return | 11.98% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,733 | $3,106+20.2% | $4,675-20.2% | $2,757+35.4% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,973 | $7,994-75.3% | $15,885-87.6% | $6,925-71.5% |