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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 | $81,476-51.8% | $102,383-61.6% | $80,925-51.4% |
| Participation rate | 98.4% | 66.8%+31.5pp | 74.5%+23.9pp | 67.7%+30.7pp |
| Annual return | 12.80% | 25.59%-12.8pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $10,499 | $3,105+238.2% | $3,870+171.3% | $2,756+280.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,981 | $6,717-25.8% | $8,391-40.6% | $6,940-28.2% |