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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 | $43,198 | $63,114-31.6% | $92,915-53.5% | $65,186-33.7% |
| Participation rate | 79.2% | 68.8%+10.4pp | 76.0%+3.2pp | 70.2%+9.0pp |
| Annual return | 25.34% | 28.75%-3.4pp | 109.45%-84.1pp | 29.39%-4.0pp |
| Employer contribution / active EE | $1,560 | $2,571-39.3% | $3,653-57.3% | $2,177-28.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $812 | $624+30.2% | $5,796-86.0% | $847-4.2% |