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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 | $37,312 | $49,255-24.2% | $70,494-47.1% | $79,856-53.3% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 13.76% | 30.10%-16.3pp | 109.16%-95.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,795 | $2,768+1.0% | $3,711-24.7% | $3,741-25.3% |
| Admin fee / account holder | $2,682 | $2,879-6.8% | $3,848-30.3% | $5,306-49.5% |