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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 | $39,825 | $72,607-45.1% | $90,259-55.9% | $87,485-54.5% |
| Participation rate | 96.1% | 64.8%+31.2pp | 70.7%+25.3pp | 68.9%+27.1pp |
| Annual return | 12.36% | 18.59%-6.2pp | 18.88%-6.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,131 | $1,919-41.1% | $2,291-50.6% | $2,596-56.4% |
| Participant deferral / active EE | $2,719 | $3,055-11.0% | $3,827-28.9% | $4,274-36.4% |
| Admin fee / account holder | $14,090 | $5,947+136.9% | $7,267+93.9% | $7,775+81.2% |