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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 | $46,031 | $59,804-23.0% | $81,982-43.9% | $79,856-42.4% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.3%+2.7pp | 69.6%+2.4pp |
| Annual return | 12.50% | 17.56%-5.1pp | 41.31%-28.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $8,608 | $1,713+402.4% | $2,498+244.6% | $2,471+248.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,672 | $4,288+78.9% | $5,665+35.4% | $5,306+44.6% |