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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 | $38,685 | $49,249-21.4% | $70,476-45.1% | $79,852-51.6% |
| Participation rate | 95.2% | 69.2%+26.0pp | 75.1%+20.1pp | 69.6%+25.5pp |
| Annual return | 13.57% | 30.09%-16.5pp | 109.12%-95.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,800 | $2,100+33.3% | $2,738+2.3% | $2,471+13.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,638 | $2,878-43.1% | $3,847-57.4% | $5,306-69.1% |