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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 | $40,232 | $80,983-50.3% | $96,544-58.3% | $75,177-46.5% |
| Participation rate | 91.4% | 71.8%+19.6pp | 76.0%+15.4pp | 67.2%+24.2pp |
| Annual return | 15.47% | 27.05%-11.6pp | 25.88%-10.4pp | 160.75%-145.3pp |
| Employer contribution / active EE | $1,552 | $2,282-32.0% | $2,966-47.7% | $2,671-41.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,069 | $6,717-69.2% | $8,254-74.9% | $5,651-63.4% |