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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 | $29,159 | $81,331-64.1% | $155,534-81.3% | $80,935-64.0% |
| Participation rate | 94.6% | 66.3%+28.3pp | 78.2%+16.4pp | 67.7%+26.9pp |
| Annual return | 14.23% | 33.37%-19.1pp | 64.92%-50.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $4,078 | $3,105+31.3% | $4,675-12.8% | $2,757+47.9% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,689 | $7,999-41.4% | $15,900-70.5% | $6,924-32.3% |