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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 | $39,952 | $72,607-45.0% | $90,259-55.7% | $87,485-54.3% |
| Participation rate | 98.5% | 64.8%+33.7pp | 70.7%+27.7pp | 68.9%+29.6pp |
| Annual return | 15.98% | 18.59%-2.6pp | 18.88%-2.9pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,519 | $3,055+80.7% | $3,827+44.2% | $4,274+29.1% |
| Admin fee / account holder | $1,826 | $5,947-69.3% | $7,267-74.9% | $7,775-76.5% |