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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 | $39,583 | $45,050-12.1% | $63,018-37.2% | $70,126-43.6% |
| Participation rate | 87.2% | 69.5%+17.7pp | 74.8%+12.4pp | 69.5%+17.6pp |
| Annual return | 16.26% | 18.76%-2.5pp | 87.62%-71.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,448 | $2,466+121.0% | $3,330+63.6% | $3,332+63.5% |
| Admin fee / account holder | $4,260 | $2,834+50.3% | $3,601+18.3% | $4,645-8.3% |