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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 | $29,278 | $53,774-45.6% | $134,162-78.2% | $79,852-63.3% |
| Participation rate | 71.2% | 58.8%+12.4pp | 72.2%-1.0pp | 69.6%+1.5pp |
| Annual return | 18.48% | 19.01%-0.5pp | 36.35%-17.9pp | 31.72%-13.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,203 | $2,420-9.0% | $3,500-37.0% | $3,740-41.1% |
| Admin fee / account holder | $4,238 | $3,985+6.3% | $6,685-36.6% | $5,306-20.1% |