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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 | $48,657 | $72,492-32.9% | $87,104-44.1% | $72,975-33.3% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.8pp | 69.5%+14.2pp |
| Annual return | 18.45% | 24.46%-6.0pp | 28.19%-9.7pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,476 | $3,270-24.3% | $4,048-38.8% | $3,608-31.4% |
| Admin fee / account holder | $4,029 | $5,055-20.3% | $7,491-46.2% | $5,124-21.4% |