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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 | $39,932 | $67,602-40.9% | $82,312-51.5% | $70,126-43.1% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 13.91% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,051 | $2,987-31.3% | $3,706-44.7% | $3,332-38.4% |
| Admin fee / account holder | $3,102 | $4,512-31.2% | $5,608-44.7% | $4,645-33.2% |