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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 | $48,620 | $50,947-4.6% | $74,549-34.8% | $64,173-24.2% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.1%+27.7pp | 69.6%+27.3pp |
| Annual return | 3.94% | -1.85%+5.8pp | 32.53%-28.6pp | 7.63%-3.7pp |
| Employer contribution / active EE | $3,574 | $1,115+220.4% | $1,961+82.3% | $2,381+50.1% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,730 | $4,221-35.3% | $5,059-46.0% | $4,887-44.1% |