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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 | $28,130 | $49,239-42.9% | $70,462-60.1% | $79,858-64.8% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 69.6%+10.4pp |
| Annual return | 12.74% | 30.08%-17.3pp | 109.08%-96.3pp | 31.72%-19.0pp |
| Employer contribution / active EE | $2,339 | $2,100+11.4% | $2,737-14.6% | $2,471-5.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $617 | $2,876-78.6% | $3,845-84.0% | $5,306-88.4% |