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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 | $43,373 | $45,041-3.7% | $63,003-31.2% | $70,131-38.2% |
| Participation rate | 79.7% | 69.5%+10.2pp | 74.8%+4.9pp | 69.5%+10.2pp |
| Annual return | 11.34% | 18.76%-7.4pp | 87.59%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,389 | $2,465+78.0% | $3,329+31.8% | $3,332+31.7% |
| Admin fee / account holder | $3,299 | $2,836+16.4% | $3,600-8.4% | $4,645-29.0% |