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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 | $42,149 | $72,272-41.7% | $101,264-58.4% | $79,858-47.2% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 11.90% | 22.30%-10.4pp | 46.48%-34.6pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,923 | $2,692-28.6% | $3,660-47.5% | $2,471-22.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,859 | $4,401-35.0% | $5,947-51.9% | $5,306-46.1% |