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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 | $41,115 | $75,541-45.6% | $152,093-73.0% | $82,637-50.2% |
| Participation rate | 85.9% | 66.5%+19.4pp | 77.8%+8.1pp | 68.1%+17.9pp |
| Annual return | 14.72% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $2,193 | $2,622-16.4% | $4,175-47.5% | $2,552-14.1% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,536 | $6,405-76.0% | $14,497-89.4% | $7,339-79.1% |