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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 | $38,312 | $81,276-52.9% | $155,574-75.4% | $80,925-52.7% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.7%+30.0pp |
| Annual return | 14.71% | 33.36%-18.6pp | 64.87%-50.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $3,455 | $3,103+11.3% | $4,676-26.1% | $2,756+25.4% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,028 | $7,993-87.1% | $15,914-93.5% | $6,940-85.2% |