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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 | $74,535-29.5% | $100,712-47.8% | $82,637-36.4% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.3%+16.4pp | 68.1%+17.7pp |
| Annual return | 15.44% | 18.92%-3.5pp | 33.27%-17.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,128 | $1,503+41.6% | $2,313-8.0% | $2,552-16.6% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,866 | $6,576-56.4% | $9,256-69.0% | $7,339-61.0% |