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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 | $49,314 | $58,493-15.7% | $84,021-41.3% | $72,975-32.4% |
| Participation rate | 87.8% | 61.2%+26.5pp | 69.0%+18.7pp | 69.5%+18.3pp |
| Annual return | 16.72% | 28.93%-12.2pp | 71.32%-54.6pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,224 | $1,163+5.3% | $1,984-38.3% | $2,440-49.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,238 | $4,569-72.9% | $6,102-79.7% | $5,124-75.8% |