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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 | $38,541 | $67,602-43.0% | $82,312-53.2% | $70,126-45.0% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 14.73% | 21.57%-6.8pp | 25.88%-11.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,612 | $1,755+48.8% | $2,428+7.6% | $2,343+11.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,014 | $4,512-55.4% | $5,608-64.1% | $4,645-56.6% |