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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 | $81,233-52.8% | $155,567-75.4% | $80,874-52.6% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 14.71% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,455 | $3,101+11.4% | $4,674-26.1% | $2,756+25.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,028 | $7,998-87.2% | $15,916-93.5% | $6,935-85.2% |