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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 | $52,543 | $77,574-32.3% | $108,753-51.7% | $86,983-39.6% |
| Participation rate | 85.7% | 62.3%+23.4pp | 71.1%+14.6pp | 69.5%+16.2pp |
| Annual return | 15.44% | 18.42%-3.0pp | 37.47%-22.0pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,128 | $1,611+32.1% | $2,427-12.3% | $2,584-17.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,866 | $6,529-56.1% | $10,320-72.2% | $7,856-63.5% |