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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 | $36,542 | $73,787-50.5% | $98,716-63.0% | $82,448-55.7% |
| Participation rate | 89.7% | 61.4%+28.2pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 21.43% | 18.57%+2.9pp | 31.81%-10.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $517 | $1,511-65.8% | $2,279-77.3% | $2,551-79.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,076 | $6,500-83.4% | $8,703-87.6% | $7,234-85.1% |