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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 | $34,627 | $81,403-57.5% | $147,027-76.4% | $87,485-60.4% |
| Participation rate | 87.5% | 63.4%+24.1pp | 73.7%+13.8pp | 68.9%+18.6pp |
| Annual return | 14.80% | 16.51%-1.7pp | 20.23%-5.4pp | 26.06%-11.3pp |
| Employer contribution / active EE | $7,143 | $2,205+223.9% | $3,626+97.0% | $2,596+175.1% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,050 | $6,755-69.6% | $12,223-83.2% | $7,775-73.6% |