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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 | $40,216 | $45,050-10.7% | $63,018-36.2% | $70,126-42.7% |
| Participation rate | 91.9% | 69.5%+22.4pp | 74.8%+17.1pp | 69.5%+22.3pp |
| Annual return | 12.44% | 18.76%-6.3pp | 87.62%-75.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,332 | $2,466+35.2% | $3,330+0.1% | $3,3320% |
| Admin fee / account holder | $5,185 | $2,834+83.0% | $3,601+44.0% | $4,645+11.6% |