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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 | $42,303 | $76,551-44.7% | $123,894-65.9% | $62,881-32.7% |
| Participation rate | 92.4% | 73.0%+19.4pp | 81.4%+11.0pp | 69.3%+23.1pp |
| Annual return | 11.76% | 18.68%-6.9pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $3,617 | $2,882+25.5% | $4,617-21.7% | $2,281+58.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,842 | $4,826-41.1% | $8,357-66.0% | $4,296-33.8% |