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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 | $39,122 | $97,550-59.9% | $120,344-67.5% | $87,485-55.3% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.7%+7.3pp | 68.9%+15.1pp |
| Annual return | 12.61% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,440 | $4,230-42.3% | $5,135-52.5% | $4,274-42.9% |
| Admin fee / account holder | $1,825 | $9,543-80.9% | $12,742-85.7% | $7,775-76.5% |