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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 | $50,126 | $83,485-40.0% | $125,192-60.0% | $72,975-31.3% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.5%+27.0pp |
| Annual return | 18.22% | 25.77%-7.5pp | 43.79%-25.6pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,543 | $2,346-34.2% | $3,866-60.1% | $2,440-36.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,848 | $5,518-66.5% | $9,704-81.0% | $5,124-63.9% |