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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 | $43,404 | $75,541-42.5% | $152,093-71.5% | $82,637-47.5% |
| Participation rate | 97.8% | 66.5%+31.2pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 17.40% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $3,411 | $2,622+30.1% | $4,175-18.3% | $2,552+33.7% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,300 | $6,405-79.7% | $14,497-91.0% | $7,339-82.3% |