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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 | $40,144 | $48,364-17.0% | $71,796-44.1% | $62,881-36.2% |
| Participation rate | 84.4% | 60.6%+23.8pp | 69.1%+15.3pp | 69.3%+15.1pp |
| Annual return | 11.93% | 13.16%-1.2pp | 78.04%-66.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,250 | $1,042+20.0% | $1,924-35.0% | $2,281-45.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,465 | $3,771-34.6% | $4,815-48.8% | $4,296-42.6% |