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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 | $26,211 | $65,712-60.1% | $57,196-54.2% | $273,972-90.4% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.27% | 22.01%-16.7pp | 14.59%-9.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,149 | $3,280+26.5% | $2,683+54.6% | $4,869-14.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,906 | $4,838-19.3% | $3,141+24.4% | $10,133-61.4% |