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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 | $37,306 | $48,337-22.8% | $67,560-44.8% | $80,959-53.9% |
| Participation rate | 86.0% | 66.4%+19.6pp | 72.9%+13.1pp | 67.7%+18.4pp |
| Annual return | 14.43% | 18.26%-3.8pp | 3533.50%-3519.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,814 | $2,023-10.3% | $2,737-33.7% | $2,757-34.2% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,521 | $3,695+22.3% | $3,994+13.2% | $6,925-34.7% |