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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 | $48,327-22.8% | $67,575-44.8% | $80,935-53.9% |
| Participation rate | 86.0% | 66.4%+19.6pp | 72.9%+13.1pp | 67.7%+18.4pp |
| Annual return | 14.43% | 18.31%-3.9pp | 3528.98%-3514.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,814 | $2,022-10.3% | $2,736-33.7% | $2,757-34.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,521 | $3,692+22.5% | $3,993+13.2% | $6,924-34.7% |