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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 | $48,106 | $45,082+6.7% | $69,464-30.7% | $72,975-34.1% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.6%+21.7pp | 69.5%+26.8pp |
| Annual return | 14.66% | 22.66%-8.0pp | 28.98%-14.3pp | 81.01%-66.4pp |
| Employer contribution / active EE | $2,964 | $2,055+44.2% | $2,779+6.7% | $2,440+21.5% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,014 | $3,057-34.1% | $3,840-47.6% | $5,124-60.7% |