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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 | $42,900 | $49,255-12.9% | $70,494-39.1% | $79,856-46.3% |
| Participation rate | 78.1% | 69.2%+9.0pp | 75.1%+3.1pp | 69.6%+8.5pp |
| Annual return | 8.75% | 30.10%-21.4pp | 109.16%-100.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,359 | $2,768+21.3% | $3,711-9.5% | $3,741-10.2% |
| Admin fee / account holder | $5,616 | $2,879+95.1% | $3,848+45.9% | $5,306+5.8% |