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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 | $39,295 | $81,446-51.8% | $103,374-62.0% | $80,874-51.4% |
| Participation rate | 98.4% | 66.9%+31.5pp | 74.5%+23.9pp | 67.6%+30.7pp |
| Annual return | 12.80% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $10,499 | $3,107+237.9% | $3,869+171.3% | $2,756+281.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,981 | $6,715-25.8% | $8,394-40.7% | $6,935-28.2% |