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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 | $76,407-43.2% | $150,298-71.1% | $82,448-47.4% |
| Participation rate | 97.8% | 66.4%+31.4pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 17.40% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,411 | $2,614+30.5% | $4,154-17.9% | $2,551+33.7% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,300 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |