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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 | $38,364 | $77,472-50.5% | $100,392-61.8% | $80,935-52.6% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.7%+2.7pp |
| Annual return | 13.22% | 37.26%-24.0pp | 49.45%-36.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,678 | $6,818-46.1% | $8,090-54.5% | $4,299-14.5% |
| Admin fee / account holder | $6,817 | $5,885+15.8% | $7,904-13.7% | $6,924-1.5% |