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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 | $36,501 | $45,087-19.0% | $69,483-47.5% | $72,976-50.0% |
| Participation rate | 93.5% | 68.5%+25.1pp | 74.6%+18.9pp | 69.5%+24.1pp |
| Annual return | 19.38% | 22.67%-3.3pp | 28.99%-9.6pp | 81.02%-61.6pp |
| Employer contribution / active EE | $2,667 | $2,055+29.8% | $2,780-4.0% | $2,440+9.3% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,642 | $3,057+19.1% | $3,841-5.2% | $5,124-28.9% |