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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 | $26,985 | $106,524-74.7% | $152,301-82.3% | $87,485-69.2% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.4%+14.3pp | 68.9%+27.8pp |
| Annual return | 19.87% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,749 | $6,525+3.4% | $8,004-15.7% | $4,274+57.9% |
| Admin fee / account holder | $2,531 | $8,287-69.5% | $14,398-82.4% | $7,775-67.4% |